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Automate tasks across Zoho Books with Katana

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Action

Businesses automate real work through MindCloud every day.

Automate your first task

Use MindCloud Cirra to make Zoho Books and Katana talk.
Here are some common ways to automate work between them.

Create Katana sales orders from new Zoho Books sales invoicesTry now
Send a Katana notification when Zoho Books receives a high-priority item.Try now
Create a Katana follow-up from new qualified activity in Zoho Books.Try now

How Cirra automates work

MindCloud Cirra gives your workplace superpowers.
Use her to powerhouse through your Zoho Books and Katana work.

Connect your Zoho Books and Katana. The first step is to give Cirra access to your applications.

Teach Cirra to work between them. Simply explain what you want done between them and how you use them.

Automate that work. All your apps will talk to each other and work together. No technical knowledge needed.

Every action you need

Access 65 actions between Zoho Books and Katana.
Can’t find an action you need? Let us know.

Create BillCreate bill in Zoho Books.Get BillRun a get bill action in Zoho Books.List BillsRun a list bills action in Zoho Books.Update BillUpdate bill in Zoho Books.Create ContactCreate contact in Zoho Books.Get ContactRun a get contact action in Zoho Books.List ContactsRun a list contacts action in Zoho Books.Update ContactUpdate contact in Zoho Books.Create Customer PaymentCreate customer payment in Zoho Books.List Customer PaymentsRun a list customer payments action in Zoho Books.Retrieve Customer PaymentRun a retrieve customer payment action in Zoho Books.Update Customer PaymentUpdate customer payment in Zoho Books.Create EstimateCreate estimate in Zoho Books.Get EstimateRun a get estimate action in Zoho Books.List EstimatesRun a list estimates action in Zoho Books.

Frequently asked questions

New to MindCloud? We've got you. Here are some answers to common questions about how MindCloud works with Zoho Books and Katana.

MindCloud connects Zoho Books and Katana so teams can automate handoffs, updates, alerts, and record changes without building one-off scripts.

Connect all of your apps, not just some of them.

You can't automate business processes end-to-end if you can only connect to half of them.

Request an inviteJoin the early access list for the app network built to cover the workflows your business actually runs.Talk to an expertWork with a MindCloud specialist to map the systems, actions, and automations your team needs next.Get updatesFollow new app coverage, product launches, and practical integration notes from the MindCloud team.