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Katana + Scoro Integrations

How to connect Katana + Scoro

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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
  • Scoro triggers, actions, and search
    New or Updated Bill
    Triggers when a bill is created or modified.
    Trigger
    Instant
  • Scoro triggers, actions, and search
    New Bill
    Triggers when a new bill is created.
    Trigger
    Instant
  • Scoro triggers, actions, and search
    New or Updated Calendar Event
    Triggers when a calendar event is created or modified.
    Trigger
    Instant
  • Scoro triggers, actions, and search
    New Calendar Event
    Triggers when a new calendar event is created.
    Trigger
    Instant
  • Scoro

    Triggers when a company is created or modified.

    Instant

    Trigger

  • Scoro

    Triggers when a new company is created.

    Instant

    Trigger

  • Scoro

    Triggers when a Custom entry is created or modified.

    Instant

    Trigger

  • Scoro

    Triggers when an expense is created or modified.

    Instant

    Trigger

  • Scoro

    Triggers when an invoice is created or modified.

    Instant

    Trigger

  • Scoro

    Triggers when a new invoice is created.

    Instant

    Trigger

  • Scoro

    Triggers when an order is created or modified.

    Instant

    Trigger

  • Scoro

    Triggers when a new order is created.

    Instant

    Trigger

  • Scoro

    Triggers when a person is created or modified.

    Instant

    Trigger

  • Scoro

    Triggers when a new person is created.

    Instant

    Trigger

  • Scoro

    Triggers when a project is created or modified.

    Instant

    Trigger

  • Scoro

    Triggers when a new project is created.

    Instant

    Trigger

  • Scoro

    Triggers when an purchase order is created or modified.

    Instant

    Trigger

  • Scoro

    Triggers when a new purchase order is created.

    Instant

    Trigger

  • Scoro

    Triggers when an quote is created or modified.

    Instant

    Trigger

  • Scoro

    Triggers when a new quote is created.

    Instant

    Trigger

  • Scoro

    Triggers when a task is created or modified.

    Instant

    Trigger

  • Scoro

    Triggers when a new task is created.

    Instant

    Trigger

  • Scoro

    Creates a new bill.

    Scheduled

    Action

  • Scoro

    Creates a new calendar event.

    Scheduled

    Action

  • Scoro

    Creates a new company or updates an existing one.

    Scheduled

    Action

  • Scoro

    Creates a new custom entry or updates an existing one.

    Scheduled

    Action

  • Scoro

    Creates a new expense.

    Scheduled

    Action

  • Scoro

    Creates a new invoice or updates an existing one.

    Scheduled

    Action

  • Scoro

    Creates a new order or updates an existing one.

    Scheduled

    Action

  • Scoro

    Creates a new person or updates an existing one if the full name and e-mail address/mobile phone No. of the person match.

    Scheduled

    Action

  • Scoro

    Attach File to a Project.

    Scheduled

    Action

  • Scoro

    Adds a comment to a project.

    Scheduled

    Action

  • Scoro

    Creates a new project or updates an existing one.

    Scheduled

    Action

  • Scoro

    Creates a new purchase order or updates an existing one.

    Scheduled

    Action

  • Scoro

    Creates a new quote or updates an existing one.

    Scheduled

    Action

  • Scoro

    Creates a new receipt.

    Scheduled

    Action

  • Scoro

    Attach File to a Task.

    Scheduled

    Action

  • Scoro

    Adds a comment to a task.

    Scheduled

    Action

  • Scoro

    Creates a new task or updates an existing one.

    Scheduled

    Action

  • Scoro

    Marks an existing task as done.

    Scheduled

    Action

  • Scoro

    Updates a specific task under a project.

    Scheduled

    Action

  • Scoro

    Creates a time entry on an existing task.

    Scheduled

    Action

  • Scoro

    Search for a company by name.

    Scheduled

    Action

  • Scoro

    Search for a custom entry by custom field value.

    Scheduled

    Action

  • Scoro

    Search for an invoice by invoice number.

    Scheduled

    Action

  • Scoro

    Search for a order by order number.

    Scheduled

    Action

  • Scoro

    Find person by full name or email.

    Scheduled

    Action

  • Scoro

    Search for a project by name or project number.

    Scheduled

    Action

  • Scoro

    Search for a purchase order by purchase order number.

    Scheduled

    Action

  • Scoro

    Search for a quote by quote number.

    Scheduled

    Action

  • Scoro

    Search for a task by custom field value.

    Scheduled

    Action

  • Scoro

    Search for a task by task name.

    Scheduled

    Action

  • Scoro

    Search for a User by email.

    Scheduled

    Action

How Katana + Scoro Integrations Work

  1. Step 1: Authenticate Katana and Scoro.
    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
scoro logo
scoro logo
scoro logo

About Scoro

Scoro is a comprehensive work management software – an all-in-one solution to track your time, manage projects and bill for your work
Learn More

Related categories

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