Katana + Salesforce
Create Katana sales orders from new records in Salesforce
Centralize your sales and manufacturing orders onto one easy-to-use dashboard with the Katana-Salesforce workflow. Set-up automatic imports of specified Salesforce records into Katana, allowing you to improve and optimize your production runs without the hassle of switching between apps.
Centralize your sales and manufacturing orders onto one easy-to-use dashboard with the Katana-Salesforce workflow. Set-up automatic imports of specified Salesforce records into Katana, allowing you to improve and optimize your production runs without the hassle of switching between apps.
- When this happens...New Record
Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.
- automatically do this!Create Sales Order
Creates a new sales order.
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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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About Salesforce
Salesforce is a leading enterprise customer relationship manager (CRM) application.
