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Connect Reform and Katana to unlock the power of automation

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Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Zapier makes it easy to integrate Reform with Katana - no code necessary. See how you can get setup in minutes.

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Reform
Reform logo
Reform
1. Choose trigger event
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Katana
Katana logo
Katana
2. Choose action
Reform logo
1. Select the event
Setup
Test
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Reform
Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "New Response" from Reform.

Add your action

An action happens after the trigger—such as "Create Customer" in Katana.

You’re connected!

Zapier seamlessly connects Reform and Katana, automating your workflow.

Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023

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Customers who say using Zapier has made them better at their job

25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Make work flow with AI

Level up your Reform to Katana integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.
Learn about AI automation
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Connect Reform and Katana to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Integration categories

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.
An illustration representing how to automate lead management with Zapier.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.
An illustration representing how to measure campaign impact with Zapier.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.
An illustration representing how to automate customer support with Zapier.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.
An illustration representing how to move and manage data with Zapier.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.
An illustration of a flow chart representing how to resolve tickets and incidents with Zapier.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

triggers, actions, or triggers and actions
    • Form
      Required
    Trigger
    Instant
    Try It
    • 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
    • Name
      Required
    • E-mail address
    • Phone number
    • Comment
    Action
    Write
    • Search By
      Required
    • Search Term
      Required
    Action
    Search
reform logo
reform logo
About Reform
Reform is a forms app providing clean-looking, on-brand forms. No code required.
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Related categories
Forms & Surveys
Similar apps
Zapier Interfaces integrationsZapier Interfaces integrations
Zapier Interfaces
App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier
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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.
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Related categories
eCommerce

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