

Integrate Katana with Teamwork Projects
Send information between Katana and Teamwork Projects automatically, without writing any code, using Zoho Flow.
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Initiate a new task in Teamwork Projects whenever an order is created in Katana
Prevent new orders from being forgotten or delayed by creating tasks. This flow will initiate a new task in Teamwork Projects whenever an order is created in Katana.
How it works
- The flow triggers when a new purchase order is created in Katana.
- Zoho Flow creates a new task in the selected task list in Teamwork Projects.


Initiate a new task in Teamwork Projects whenever an order is created in Katana
Katana + Teamwork Projects

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Supported triggers and actions
Integrate Katana and Teamwork Projects using the below triggers and actions
All Triggers - A trigger kickstarts the flow

Product created
Triggers when a new product is created

Variant created
Triggers when a new variant is created

Sales order created
Triggers when a new sales order is created

Customer created
Triggers when a new customer is created

Sales order updated
Triggers when the details of a sales order are updated

Supplier created
Triggers when a new supplier is created

Tax rate created
Triggers when a new tax rate is created

Sales order packed
Triggers when a sales order status is changed to packed

Sales order delivered
Triggers when a sales order is delivered

New task
Triggers when a new task is created in the selected project

New milestone
Triggers when a new milestone is created in the selected project

New task list
Triggers when a new task list is created in the selected project

New company
Triggers when a new company is created

New message
Triggers when a new message is created in the selected project

New person in project
Triggers when a new person is added in the selected project

New person
Triggers when a new person is added

New project
Triggers when a new project is created

New time entry
Triggers when a new time entry is created in the selected project
All Actions - Actions are the automated tasks

Update inventory reorder
Updates the details of an existing inventory reorder point for a certain location

Create customer
Creates a new customer

Create product
Creates a new product

Create variant
Creates a new variant

Create sales order
Creates a new sales order

Create stock transfer
Create a new stock transfer

Create supplier
Creates a new supplier

Create tax rate
Creates a new tax rate

Update sales order
Updates the details of an existing sales order

Update batch stock
Updates the details of an existing batch stock

Fetch customer
Fetches the details of an existing customer using ID, name and email

Fetch batch stock
Fetches the details of an existing batch stock using ID and name

Fetch location
Fetches the details of an existing location using ID and name

Fetch product
Fetches the details of an existing product using ID and name

Fetch sales order
Fetches the details of an existing sales order using ID, order number and status

Fetch variant
Fetches the details of an existing variant using ID and name

Fetch tax rate
Fetches the details of an existing tax rate using ID, name and rate

Fetch supplier
Fetches the details of an existing supplier using ID, name and email

Fetch inventory
Fetches the details of an existing inventory using location ID

Create milestone
Creates a new milestone in the selected project

Add person
Adds a new person

Create project
Creates a new project

Create message
Creates a new message in the selected project

Create time entry
Creates a new time entry in the selected project

Create company
Creates a new company

Create task
Creates a new task in the selected task list

Fetch person
Fetches the details of a person by person ID or email address

Fetch company
Fetches the details of an existing company

Fetch project
Fetches the details of an existing project

Fetch tag
Fetches the details of a tag by ID or name

Fetch task
Fetches the details of an existing task
What is Katana?
Katana is a manufacturing and inventory management software application for growing businesses. It allows manufacturers to get an overview of their entire business and also allows smart real-time master planning from its interface.
Similar apps
What is Teamwork Projects?
Teamwork Projects is project management software for collaborative teams . You can categorize your projects, add tags, and create task list templates to plan your projects efficiently.
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