Katana + Pipedrive integrations
Create Katana sales orders when new Pipedrive deals match filters
Integrate your sales and manufacturing orders by automatically generating sales orders within Katana once a Pipedrive deal matches your defined filter. No more losing track of your orders. Once you’ve easily set up how your Pipedrive deals import to Katana, you’ll have the tools to automate and centralize your business onto one dashboard.
- When this happens...Deal Matching FilterTriggers when a deal newly matches a Pipedrive filter for the first time.
- automatically do this!Create Sales OrderCreates a new sales order.
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More things you can do with Pipedrive and Katana
Discover other triggers and actions you can use with Pipedrive and Katana
- Activity filterRequired
Try ItTriggerPolling- Copy
- FilterRequired
- Deal status
Try ItTriggerPolling- New Lead
Triggers when a lead is created.
Try ItTriggerPolling - New Note
Triggers when a new note is created.
Try ItTriggerInstant
- New Activity
Triggers when a new activity is created.
Try ItTriggerInstant - New Deal
Triggers when a new deal is created.
Try ItTriggerInstant - Note IDRequired
Try ItTriggerPolling- FilterRequired
Try ItTriggerPolling
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