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Katana + Zoho Books

Create Katana sales orders from new Zoho Books sales invoices

Effortlessly manage your sales process with this Zoho Books and Katana integration. When a new sales invoice is created in Zoho Books, a sales order will be generated in Katana, streamlining your workflow and ensuring seamless communication between the two platforms. No more manual data entry or missed orders - keep your sales and production processes perfectly aligned and organized.

Effortlessly manage your sales process with this Zoho Books and Katana integration. When a new sales invoice is created in Zoho Books, a sales order will be generated in Katana, streamlining your workflow and ensuring seamless communication between the two platforms. No more manual data entry or missed orders - keep your sales and production processes perfectly aligned and organized.

  1. When this happens...
    Zoho BooksZoho Books
    New Sales Invoice

    Triggers when a new sales invoice is created.

    TriggerInstant
  2. automatically do this!
    KatanaKatana
    Create Sales Order

    Creates a new sales order.

    ActionWrite
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Supported triggers and actions

What does this mean?

    • OrganizationRequired

    Trigger
    Instant
    Try It

    • OrganizationRequired

    Trigger
    Instant
    Try It

    • OrganizationRequired

    Trigger
    Instant
    Try It

    • Organization NameRequired

    • Customer NameRequired

    • Estimate Number

    • Date

    • Expiry Date

    • NameRequired

    • RateRequired

    • QuantityRequired

    • Discount

    • Description

    • Exchange Rate

    • Estimate Notes

    • Send

    • Estimate Terms

    • Shipping Charge

    Action
    Write

    • OrganizationRequired

    Trigger
    Instant
    Try It

    • Status

    • OrganizationRequired

    Trigger
    Instant
    Try It

    • OrganizationRequired

    • PAN Number

    • GSTIN or UIN

    • GST Treatment

    • Place of Contact

    • Contact NameRequired

    • Company Name

    • First Name

    • Last Name

    • Email

    • Website

    • Phone

    • Mobile

    • Billing Address Address

    • Billing Address City

    • Billing Address Zip

    • Billing Address State

    • Billing Address Country

    • Billing Address Fax

    • Shipping Address Address

    • Shipping Address City

    • Shipping Address State

    • Shipping Address Country

    • Shipping Address Fax

    • Shipping Address Zip

    • Payment Terms

    • Notes

    • Vat Treatment

    • Tax Treatment

    • TRN Number

    • Place of Supply

    Action
    Write

    • OrganizationRequired

    • Customer NameRequired

    • Invoice Number

    • Invoice Date

    • Due Date

    • Payment Terms

    • Discount

    • Exchange Rate

    • Item NameRequired

    • Description

    • QuantityRequired

    • RateRequired

    • Discount ($)

    • Payment Options

    • Shipping Charge

    • Adjustment

    • Allow Partial Payment

    • Notes

    • Send

    • VAT Treatment

    • Tax Treatment

    Action
    Write
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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.
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Related categories

  • eCommerce
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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