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Katana + Zoho Books Integrations

How to connect Katana + Zoho Books

Zapier lets you send info between Katana and Zoho Books automatically—no code required.

When this happens...
Zoho BooksZoho Books
New Customer

Triggers when a new customer is created.

automatically do this!
Zoho BooksZoho Books
Create Customer

Creates a new customer.

Supported triggers and actions

What does this mean?
  • Katana triggers, actions, and search
    Create Customer
    Creates a customer.
    Action
    Scheduled
  • Katana triggers, actions, and search
    Create Sales Order
    Creates a new sales order.
    Action
    Scheduled
  • Katana triggers, actions, and search
    Find Customer
    Find a customer by name, email, or phone number
    Action
    Scheduled
  • Katana triggers, actions, and search
    Find or Create Customer
    Find an existing customer, or create a new customer if one is not found.
    Action
    Scheduled
  • Zoho Books triggers, actions, and search
    New Customer
    Triggers when a new customer is created.
    Trigger
    Instant
  • Zoho Books triggers, actions, and search
    New Estimate
    Triggers when a new estimate is created.
    Trigger
    Instant
  • Zoho Books triggers, actions, and search
    New Expense
    Triggers when an expense is created.
    Trigger
    Instant
  • Zoho Books

    Triggers when a new sales invoice is created.

    Instant

    Trigger

  • Zoho Books

    Triggers when a new item is created.

    Instant

    Trigger

  • Zoho Books

    Creates a new customer.

    Scheduled

    Action

  • Zoho Books

    Creates a new estimate.

    Scheduled

    Action

  • Zoho Books

    Creates a new sales invoice.

    Scheduled

    Action

  • Zoho Books

    Creates a new item.

    Scheduled

    Action

  • Zoho Books

    Finds an existing Invoice.

    Scheduled

    Action

How Katana + Zoho Books Integrations Work

  1. Step 1: Authenticate Katana + Zoho Books.
    30 seconds
  2. Step 2: Pick one of the apps as a trigger, which will kick off your automation.
    15 seconds
  3. Step 3: Choose a resulting action from the other app.
    15 seconds
  4. Step 4: Select the data you want to send from one app to the other.
    2 minutes
  5. That’s it! More time to work on other things.
Connect apps
katana-mrp logo
katana-mrp logo
katana-mrp logo

About Katana

Katana gives thousands of manufacturers a live look at their business. Manage all the moving parts of your business and unite the apps and services you use in one visual platform.

Related categories

eCommerce
zoho-books logo
zoho-books logo
zoho-books logo

About Zoho Books

Zoho Books is cloud-based accounting software in which you can record, audit and analyze all financial transactions easily. With secure data storage, easy navigation and customizable features, Zoho Books provide a head start in accounting for small businesses.

Related categories

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