Katana + Mojo

Katana + Mojo integrations

Create Katana customers from new Mojo activities

Effortlessly manage customer data and streamline your workflow between Mojo and Katana. With this integration, when a new activity occurs in Mojo, the process instantly creates a customer in Katana, ensuring efficient and up-to-date tracking of your clients. Capture crucial information and maintain seamless business operations with this time-saving solution.

When this happens...
New ActivityTriggers when a new activity is created.
TriggerInstant
automatically do this!
Create CustomerCreates a customer.
ActionWrite

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More things you can do with Mojo and Katana

Discover other triggers and actions you can use with Mojo and Katana

- Group
  Required
- Note
Trigger
Instant
Try It
- Group
  Required
- Note
Trigger
Instant
Try It
- Note
Trigger
Instant
Try It
New Note
Triggers when a new note is created in Mojo (through the contact screen only).
Trigger
Instant
Try It
- List
  Required
- Full Name
  Required
- Address
- City
- State
- ZIP Code
- Phones
- Emails
- Notes
Action
Write

- Title
  Required
- Type
  Required
- Start Date
  Required
- End Date
Action
Write
- Name
  Required
- E-mail address
- Phone number
- Comment
Action
Write

- Search By
  Required
- Search Term
  Required
Action
Search

- Note
Trigger
Instant
Try It
- Note
Trigger
Instant
Try It
- Notice
- Activity Types
Trigger
Instant
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Note Updated
Triggers when a note is updated in Mojo.
Trigger
Instant
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- Groups
  Required
- Full Name
  Required
- Address
- City
- State
- ZIP Code
- Phones
- Emails
- Notes
Action
Write
- Contact ID
  Required
- Full Name
  Required
- Address
- City
- State
- ZIP Code
- Phones
- Emails
- Notes
Action
Write
- Customer ID
  Required
- Customer Reference
- Order Number
  Required
- Location
- Created Date
  Required
- Delivery Date
- Variant Sku
  Required
- Quantity
  Required
- Price Per Unit
  Required
- Tax Rate Id
  Required
- Additional Info
Action
Write
- Search By
  Required
- Search Term
  Required
- Name
  Required
- E-mail address
- Phone number
- Comment
Action
Search or write

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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Related categories

eCommerce

About Mojo

Mojo is a Real Estate prospecting solution which includes an easy to use CRM, Power Dialer and Real Estate lead service.

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Related categories

CRM (Customer Relationship Management)

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