

Integrate Katana with Agendor
Send information between Katana and Agendor automatically, without writing any code, using Zoho Flow.
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Create a new deal in Agendor for every new order created in Katana
Create deals for new orders to keep your sales team informed and follow up promptly. This flow will create a new deal in Agendor for every new order created in Katana.
How it works
- The flow triggers when a new purchase order is created in Katana.
- Zoho Flow creates a new company deal in Agendor.


Create a new deal in Agendor for every new order created in Katana
Katana + Agendor

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

Customer created
Triggers when a new customer is created

Supplier created
Triggers when a new supplier is created

Variant created
Triggers when a new variant is created

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

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

Product created
Triggers when a new product is created

Tax rate created
Triggers when a new tax rate is created

Sales order created
Triggers when a new sales order is created

Sales order delivered
Triggers when a sales order is delivered

Deal created
Triggers when a new deal is created

Company updated
Triggers when the details of a company is updated

Person updated
Triggers when the details of a person is updated

Company created
Triggers when a new company is created

Person created
Triggers when a new person is created

Deal updated
Triggers when a the details of a deal is updated
All Actions - Actions are the automated tasks

Create customer
Creates a new customer

Create sales order
Creates a new sales order

Create variant
Creates a new variant

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

Create supplier
Creates a new supplier

Create product
Creates a new product

Create tax rate
Creates a new tax rate

Create stock transfer
Create a new stock transfer

Update batch stock
Updates the details of an existing batch stock

Update sales order
Updates the details of an existing sales order

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

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

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

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

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

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

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

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

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

Create person deal
Creates a person deal

Create person
Creates a person .

Create company
Creates a new company

Create company deal
Creates a new company deal

Update deal
Updates the basic details of the specified deal

Update company
Updates the details of the specified company

Update deal status
Updates the status of the specified deal

Update person
Updates the details of the specified person

Fetch company
Fetches the details of an existing company

Fetch user
Fetches the details of the specified user

Fetch person
Fetch the details of the specified person
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.
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What is Agendor?
Agendor is a Sales CRM solution that lets you create and manage sales funnels, monitor sales metrics and KPIs, track history of customer interactions and more.
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