Skip to content
  • Lighthouse By Cloudify logoLighthouse By Cloudify logo
  • Pipedrive logoPipedrive logo
  • Katana logoKatana logo

Lighthouse By Cloudify + Pipedrive + Katana

Create sales orders in Katana from new Pipedrive deals and create/update Lighthouse By Cloudify records

Lighthouse records will be created for every new Pipedrive deal, which will then be updated to "success" on successful creation of a sales order in Katana. This automation helps monitor deals and sales orders in Pipedrive and Katana respectively.

Lighthouse records will be created for every new Pipedrive deal, which will then be updated to "success" on successful creation of a sales order in Katana. This automation helps monitor deals and sales orders in Pipedrive and Katana respectively.

  1. When this happens...
    PipedrivePipedrive
    New Deal

    Triggers when a new deal is created.

    TriggerInstant
  2. automatically do this...
    Lighthouse By CloudifyLighthouse By Cloudify
    Create Record

    Creates a new record.

    ActionWrite
  3. then do this...
    KatanaKatana
    Create Sales Order

    Creates a new sales order.

    ActionWrite
  4. then do this!
    Lighthouse By CloudifyLighthouse By Cloudify
    Update Record

    Updates an existing record.

    ActionWrite
  • Free forever for core features
  • 14 day trial for premium features & apps

Supported triggers and actions

    • Activity filterRequired

    Trigger
    Polling
    Try It
    • FilterRequired

    • Deal status

    Trigger
    Polling
    Try It
    • NoteRequired

    Trigger
    Polling
    Try It
    • FilterRequired

    Trigger
    Polling
    Try It
lighthouse-by-cloudify logo
lighthouse-by-cloudify logo

About Lighthouse By Cloudify

Lighthouse is a real-time monitoring tool for all automated and manual business processes.

Related categories

pipedrive logo
pipedrive logo

About Pipedrive

Pipedrive is sales pipeline and CRM software for deal makers. Get super-organized. Close deals in less time. iOS and Android apps let you take your pipeline with you anywhere.
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