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Katana + Calendly Integrations

How to connect Katana + Calendly

Zapier lets you send info between Katana and Calendly automatically—no code required.

When this happens...
CalendlyCalendly
Invitee Canceled

Triggers when an invitee cancels a scheduled event.

automatically do this!
KatanaKatana
Create Customer

Creates a customer.

Supported triggers and actions

What does this mean?
  • Katana triggers, actions, and search
    Create Customer
    Creates a customer.
    Action
    Scheduled
  • Katana triggers, actions, and search
    Create Sales Order
    Creates a new sales order.
    Action
    Scheduled
  • Katana triggers, actions, and search
    Find Customer
    Find a customer by name, email, or phone number
    Action
    Scheduled
  • Katana triggers, actions, and search
    Find or Create Customer
    Find an existing customer, or create a new customer if one is not found.
    Action
    Scheduled
  • Calendly triggers, actions, and search
    Invitee Canceled
    Triggers when an invitee cancels a scheduled event.
    Trigger
    Instant
  • Calendly triggers, actions, and search
    Invitee Created
    Triggers when an invitee schedules an event.
    Trigger
    Instant

How Katana + Calendly Integrations Work

  1. Step 1: Authenticate Katana + Calendly.
    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
katana-mrp logo
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

eCommerce
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calendly logo
calendly logo

About Calendly

Calendly is an elegant and simple scheduling tool for businesses that eliminates email back and forth. It helps save time so that businesses can provide great service and increase sales.
Learn More

Related categories

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