Integrate Syncro with Katana
Send information between Syncro and Katana automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Create a product in Katana for each product entry made in Syncro
Ensure systematic record-keeping of products across your PSA, RMM, and Remote Session platform and inventory management software to enhance operational efficiency. This flow will create a matching product in Katana for new products created in Syncro.
How it works
- The flow triggers when a new product is added in Syncro.
- Zoho Flow creates a new product in Katana.
Create a product in Katana for each product entry made in Syncro
Syncro + Katana
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Supported triggers and actions
Integrate Syncro and Katana using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Contract added
Triggers when a new contract is added
Contact added
Triggers when a new contact is added
Customer added
Triggers when a new customer is added
RMM alert created
Triggers when a new RMM alert is created
Asset created
Triggers when a new asset is created
Lead added
Triggers when a new lead is added
Payment created
Triggers when a new payment is created
Product added
Triggers when a new product is added
Item added
Triggers when a new item is added
Invoice added
Triggers when a new invoice is added
Appointment added
Triggers when a new appointment is added
Ticket added
Triggers when a new ticket is added
Purchase order created
Triggers when a new purchase order is created
Vendor added
Triggers when a new vendor is added
Customer created
Triggers when a new customer is created
Sales order updated
Triggers when the details of a sales order are updated
Sales order packed
Triggers when a sales order status is changed to packed
Tax rate created
Triggers when a new tax rate is created
Product created
Triggers when a new product is created
Sales order delivered
Triggers when a sales order is delivered
Sales order created
Triggers when a new sales order is created
Variant created
Triggers when a new variant is created
Supplier created
Triggers when a new supplier is created
All Actions - Actions are the automated tasks
Create appointment
Creates a new appointment
Create contract
Creates a new contract
Create contact
Creates a new contact
Create ticket
Creates a ticket
Create customer
Creates a new customer
Create invoice
Creates a new invoice
Create lead
Creates a new lead
Create vendor
Creates a vendor
Create payment
Creates a new payment
Create product
Creates a new product
Create product
Creates a new product
Create supplier
Creates a new supplier
Create stock transfer
Create a new stock transfer
Create tax rate
Creates a new tax rate
Create sales order
Creates a new sales order
Create customer
Creates a new customer
Update inventory reorder
Updates the details of an existing inventory reorder point for a certain location
Create variant
Creates a new variant
Update sales order
Updates the details of an existing sales order
Update batch stock
Updates the details of an existing batch stock
Fetch tax rate
Fetches the details of an existing tax rate using ID, name and rate
Fetch inventory
Fetches the details of an existing inventory using location ID
Fetch supplier
Fetches the details of an existing supplier using ID, name and email
Fetch product
Fetches the details of an existing product using ID and name
Fetch location
Fetches the details of an existing location using ID and name
Fetch variant
Fetches the details of an existing variant using ID and name
Fetch sales order
Fetches the details of an existing sales order using ID, order number and status
Fetch batch stock
Fetches the details of an existing batch stock using ID and name
Fetch customer
Fetches the details of an existing customer using ID, name and email
What is Syncro?
Syncro is a PSA, RMM, and Remote Session platform designed specifically for Managed Service Providers and IT admins.
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.
Build comprehensive workflows using
Webhook triggers
Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.
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Logic
Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.
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Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
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