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Katana + Google Docs Integrations

How to connect Katana + Google Docs

Zapier lets you send info between Katana and Google Docs 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
  • Google Docs triggers, actions, and search
    New Document
    Triggers when a new document is added (inside any folder).
    Trigger
    Scheduled
  • Google Docs triggers, actions, and search
    New Document in Folder
    Triggers when a new document is added to a specific folder (but not its subfolders).
    Trigger
    Scheduled
  • Google Docs triggers, actions, and search
    Append Text to Document
    Appends text to an existing document.
    Action
    Write
  • Google Docs triggers, actions, and search
    Create Document from Template
    Creates a new doc based on an existing one and can replace any placeholder variables found in your template doc, like {{name}}, {{email}}, etc.
    Action
    Write
  • Google Docs

    Copy an already-existing file from another service to Docs. Will convert the file to Google Doc format if possible.

    Scheduled

    Action

  • Google Docs

    Create a new document from text. Also supports limited HTML.

    Scheduled

    Action

  • Google Docs

    Search for a specific document by name.

    Scheduled

    Action

  • Google Docs

    Finds or creates a specific document.

    Scheduled

    Action

How Katana + Google Docs Integrations Work

  1. Step 1: Authenticate Katana and Google Docs.
    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

Google Docs 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 Google Docs

Google Docs is an online word processor that lets you create and format text documents. Collaboratively edit documents with other people in real time. We also support Google Sheets!
Learn More

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