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Katana + Quotient Integrations

How to connect Katana + Quotient

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

When this happens...
QuotientQuotient
Customer Asked Question

Triggers when a Customer asks a New Question.

automatically do this!
QuotientQuotient
Create Contact

Creates a new Contact.

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
  • Quotient triggers, actions, and search
    Quote Accepted
    Triggers when a Quote is Accepted.
    Trigger
    Instant
  • Quotient triggers, actions, and search
    Quote Declined
    Triggers when a Quote is Declined.
    Trigger
    Instant
  • Quotient triggers, actions, and search
    Customer Asked Question
    Triggers when a Customer asks a New Question.
    Trigger
    Instant
  • Quotient

    Triggers when a New Quote is first Sent.

    Instant

    Trigger

  • Quotient

    Triggers every time a Customer views a Quote. Note: Concurrent views within a 6 hour period will fire a trigger on the first-view only.

    Instant

    Trigger

  • Quotient

    Creates a new Contact.

    Scheduled

    Action

  • Quotient

    Creates a new Lead.

    Scheduled

    Action

How Katana + Quotient Integrations Work

  1. Step 1: Authenticate Katana + Quotient.
    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
quotient logo
quotient logo
quotient logo

About Quotient

Quotient is online quoting that enables your customer to pick-and-choose, ask a question, and ultimately accept your offer.
Learn More

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