Popular ways to use Katana workflows

• Create Katana sales orders from new rows on Google Sheets

  

  by Zapier

  Zapier

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  • 

  Google Sheets, Katana

  Google Sheets + Katana

  More details

  1. 

     When this happens

     Step 1: New Spreadsheet Row

  2. 

     Then do this

     Step 2: Find or Create Customer

  3. 

     Then do this

     Step 3: Create Sales Order

  See Zap detailsTry it

  Create Katana sales orders from new rows on Google Sheets

  

  by Zapier

  Zapier

  Create Katana sales orders from new rows on Google Sheets

  Try it

  • 
  • 
  • 

  Google Sheets, Katana

  Google Sheets + Katana

• Add Katana customers from new rows on Google Sheets

  

  by Zapier

  Zapier

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  Google Sheets, Katana

  Google Sheets + Katana

  More details

  1. 

     When this happens

     Step 1: New Spreadsheet Row

  2. 

     Then do this

     Step 2: Create Customer

  See Zap detailsTry it

  Add Katana customers from new rows on Google Sheets

  

  by Zapier

  Zapier

  Add Katana customers from new rows on Google Sheets

  Try it

  • 
  • 

  Google Sheets, Katana

  Google Sheets + Katana

• Create Katana sales orders when Webhooks are received

  

  by Zapier

  Zapier

  Premium

  Premium apps: Webhooks by Zapier

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  Webhooks by Zapier, Katana

  Webhooks by Zapier + Katana

  More details

  1. 

     When this happens

     Step 1: Catch Hook

  2. 

     Then do this

     Step 2: Find or Create Customer

  3. 

     Then do this

     Step 3: Create Sales Order

  See Zap detailsTry it

  Create Katana sales orders when Webhooks are received

  

  by Zapier

  Zapier

  Premium

  Premium apps: Webhooks by Zapier

  Create Katana sales orders when Webhooks are received

  Try it

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  Webhooks by Zapier, Katana

  Webhooks by Zapier + Katana

• Generate Katana sales orders from new Google Forms responses

  

  by Zapier

  Zapier

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  Google Forms, Katana

  Google Forms + Katana

  More details

  1. 

     When this happens

     Step 1: New Response in Spreadsheet

  2. 

     Then do this

     Step 2: Find or Create Customer

  3. 

     Then do this

     Step 3: Create Sales Order

  See Zap detailsTry it

  Generate Katana sales orders from new Google Forms responses

  

  by Zapier

  Zapier

  Generate Katana sales orders from new Google Forms responses

  Try it

  • 
  • 
  • 

  Google Forms, Katana

  Google Forms + Katana

• Create Katana sales orders from new orders in BigCommerce

  

  by Zapier

  Zapier

  Premium

  Premium apps: BigCommerce

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  BigCommerce, Katana

  BigCommerce + Katana

  More details

  1. 

     When this happens

     Step 1: New Order

  2. 

     Then do this

     Step 2: Find or Create Customer

  3. 

     Then do this

     Step 3: Create Sales Order

  See Zap detailsTry it

  Create Katana sales orders from new orders in BigCommerce

  

  by Zapier

  Zapier

  Premium

  Premium apps: BigCommerce

  Create Katana sales orders from new orders in BigCommerce

  Try it

  • 
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  • 

  BigCommerce, Katana

  BigCommerce + Katana

• Create Katana sales orders from new accepted quotes in Xero

  

  by Zapier

  Zapier

  Premium

  Premium apps: Xero

  Try it

  • 
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  Xero, Katana

  Xero + Katana

  More details

  1. 

     When this happens

     Step 1: New Quote

  2. 

     Then do this

     Step 2: Find or Create Customer

  3. 

     Then do this

     Step 3: Create Sales Order

  See Zap detailsTry it

  Create Katana sales orders from new accepted quotes in Xero

  

  by Zapier

  Zapier

  Premium

  Premium apps: Xero

  Create Katana sales orders from new accepted quotes in Xero

  Try it

  • 
  • 
  • 

  Xero, Katana

  Xero + Katana

• Create Katana sales orders from new paid invoices in Xero

  

  by Zapier

  Zapier

  Premium

  Premium apps: Xero

  Try it

  • 
  • 
  • 

  Xero, Katana

  Xero + Katana

  More details

  1. 

     When this happens

     Step 1: New Sales Invoice

  2. 

     Then do this

     Step 2: Find or Create Customer

  3. 

     Then do this

     Step 3: Create Sales Order

  See Zap detailsTry it

  Create Katana sales orders from new paid invoices in Xero

  

  by Zapier

  Zapier

  Premium

  Premium apps: Xero

  Create Katana sales orders from new paid invoices in Xero

  Try it

  • 
  • 
  • 

  Xero, Katana

  Xero + Katana

• Create Katana sales orders from new orders in Magento 2.X

  

  by Zapier

  Zapier

  Premium

  Premium apps: Magento 2.X

  Try it

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  Magento 2.X, Katana

  Magento 2.X + Katana

  More details

  1. 

     When this happens

     Step 1: New Order

  2. 

     Then do this

     Step 2: Find or Create Customer

  3. 

     Then do this

     Step 3: Create Sales Order

  See Zap detailsTry it

  Create Katana sales orders from new orders in Magento 2.X

  

  by Zapier

  Zapier

  Premium

  Premium apps: Magento 2.X

  Create Katana sales orders from new orders in Magento 2.X

  Try it

  • 
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  • 

  Magento 2.X, Katana

  Magento 2.X + Katana

• 

  Create Customer

  Creates a customer.

  Action

  Write
• 

  Create Sales Order

  Creates a new sales order.

  Action

  Write
• 

  Find Customer

  Find a customer by name, email, or phone number

  Action

  Search
• 

  Find or Create Customer

  Find an existing customer, or create a new customer if one is not found.

  Action

  Search or write