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Katana + Gmail Integrations

How to connect Katana + Gmail

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

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Supported triggers and actions

What does this mean?
  • Katana triggers, actions, and search
    Create Customer
    Creates a customer.
    Action
    Write
  • Katana triggers, actions, and search
    Create Sales Order
    Creates a new sales order.
    Action
    Write
  • Katana triggers, actions, and search
    Find Customer
    Find a customer by name, email, or phone number
    Action
    Search
  • Katana triggers, actions, and search
    Find or Create Customer
    Find an existing customer, or create a new customer if one is not found.
    Action
    Search or write
  • Gmail triggers, actions, and search
    New Attachment
    Triggers when you receive a new attachment (triggers once per attachment).
    Trigger
    Scheduled
  • Gmail triggers, actions, and search
    New Label
    Triggers when you add a new label.
    Trigger
    Scheduled
  • Gmail triggers, actions, and search
    New Labeled Email
    Triggers when you label an email.
    Trigger
    Scheduled
  • Gmail triggers, actions, and search
    New Email
    Triggers when a new e-mail appears in the specified mailbox.
    Trigger
    Scheduled
  • Gmail

    Triggers when you receive a new email that matches a search string you provide.

    Scheduled

    Trigger

  • Gmail

    Triggers when you receive a new email and star it within two days.

    Scheduled

    Trigger

  • Gmail

    Triggers when a new thread starts.

    Scheduled

    Trigger

  • Gmail

    Add a label to an email message.

    Scheduled

    Action

  • Gmail

    Create (but do not send) a new email message.

    Scheduled

    Action

  • Gmail

    Creates a new label.

    Scheduled

    Action

  • Gmail

    Create and send a new email message.

    Scheduled

    Action

  • Gmail

    Remove a label from an email message.

    Scheduled

    Action

  • Gmail

    Send a reply to an email message.

    Scheduled

    Action

  • Gmail

    Finds an email message.

    Scheduled

    Action

  • Gmail

    Finds or creates a specific message.

    Scheduled

    Action

How Katana + Gmail Integrations Work

  1. Step 1: Authenticate Katana and Gmail.
    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

Gmail Tutorials

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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.

Related categories

  • eCommerce
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About Gmail

One of the most popular email services, Gmail keeps track of all your emails with threaded conversations, tags, and Google-powered search to find any message you need.
Learn More

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