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Katana + Zoho Mail Integrations

How to connect Katana + Zoho Mail

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Supported triggers and actions

What does this mean?
  • Katana triggers, actions, and search
    Create Customer
    Creates a customer.
    Action
    Write
  • Katana triggers, actions, and search
    Create Sales Order
    Creates a new sales order.
    Action
    Write
  • Katana triggers, actions, and search
    Find Customer
    Find a customer by name, email, or phone number
    Action
    Search
  • Katana triggers, actions, and search
    Find or Create Customer
    Find an existing customer, or create a new customer if one is not found.
    Action
    Search or write
  • Zoho Mail triggers, actions, and search
    New Email
    Triggers when you receive a new email.
    Trigger
    Scheduled
  • Zoho Mail triggers, actions, and search
    New Email Matching Search
    Triggers when you receive a new email that matches given conditions.
    Trigger
    Scheduled
  • Zoho Mail triggers, actions, and search
    New Tagged Email
    Triggers when a new email is received and you tag it within two days.
    Trigger
    Scheduled
  • Zoho Mail triggers, actions, and search
    Create Draft
    Create (but do not send) a new email message.
    Action
    Write
  • Zoho Mail

    Creates a new folder.

    Scheduled

    Action

  • Zoho Mail

    Creates a new tag.

    Scheduled

    Action

  • Zoho Mail

    Creates a new task.

    Scheduled

    Action

  • Zoho Mail

    Create and send a new email message.

    Scheduled

    Action

How Katana + Zoho Mail Integrations Work

  1. Step 1: Authenticate Katana and Zoho Mail.
    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
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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-mail logo
zoho-mail logo
zoho-mail logo

About Zoho Mail

Zoho Mail is a collaborative business communication platform for the modern workforce. It is a blend of classic email and the modern collaboration tools using comments, likes and sharing.
Learn More

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