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Katana + Salesforce

Create Katana sales orders from new records in Salesforce

Centralize your sales and manufacturing orders onto one easy-to-use dashboard with the Katana-Salesforce workflow. Set-up automatic imports of specified Salesforce records into Katana, allowing you to improve and optimize your production runs without the hassle of switching between apps.

Centralize your sales and manufacturing orders onto one easy-to-use dashboard with the Katana-Salesforce workflow. Set-up automatic imports of specified Salesforce records into Katana, allowing you to improve and optimize your production runs without the hassle of switching between apps.

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    When this happens...
    SalesforceSalesforce
    New Record

    Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.

    TriggerScheduled
  2. automatically do this!
    KatanaKatana
    Create Sales Order

    Creates a new sales order.

    ActionWrite
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Supported triggers and actions

What does this mean?
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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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About Salesforce

Salesforce is a leading enterprise customer relationship manager (CRM) application.
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