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Katana + Qwilr Integrations

How to connect Katana + Qwilr

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

When this happens...
QwilrQwilr
New Project

Triggers when a project is first created.

automatically do this!
KatanaKatana
Create Customer

Creates a customer.

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
  • Qwilr triggers, actions, and search
    Project Accepted
    Triggers when a project is accepted.
    Trigger
    Instant
  • Qwilr triggers, actions, and search
    New Project
    Triggers when a project is first created.
    Trigger
    Instant
  • Qwilr triggers, actions, and search
    Project First Viewed
    Triggers when a project is first viewed.
    Trigger
    Instant
  • Qwilr triggers, actions, and search
    Project Published
    Triggers when a project is published.
    Trigger
    Instant
  • Qwilr

    Creates a new project.

    Scheduled

    Action

How Katana + Qwilr Integrations Work

  1. Step 1: Authenticate Katana + Qwilr.
    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
qwilr logo
qwilr logo
qwilr logo

About Qwilr

Qwilr is reimagining the way you communicate with your clients. We help you make beautiful, intuitive sales and marketing documents that look impressive and integrate seamlessly with your business.

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