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Katana + Smartsheet Integrations

How to connect Katana + Smartsheet

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

When this happens...
SmartsheetSmartsheet
New Attachment

Triggers when a new attachment is added to a row.

automatically do this!
SmartsheetSmartsheet
Add Attachment to Row

Adds a file attachment to a row.

Supported triggers and actions

What does this mean?
  • Katana triggers, actions, and search
    Create Customer
    Creates a customer.
    Action
    Scheduled
  • Katana triggers, actions, and search
    Create Sales Order
    Creates a new sales order.
    Action
    Scheduled
  • Katana triggers, actions, and search
    Find Customer
    Find a customer by name, email, or phone number
    Action
    Scheduled
  • Katana triggers, actions, and search
    Find or Create Customer
    Find an existing customer, or create a new customer if one is not found.
    Action
    Scheduled
  • Smartsheet triggers, actions, and search
    Updated Row
    Triggers when a row is updated.
    Trigger
    Scheduled
  • Smartsheet triggers, actions, and search
    New Attachment
    Triggers when a new attachment is added to a row.
    Trigger
    Scheduled
  • Smartsheet triggers, actions, and search
    New Comment
    Triggers when a new comment is added.
    Trigger
    Scheduled
  • Smartsheet

    Triggers when a new row is added.

    Scheduled

    Trigger

  • Smartsheet

    Creates a Workspace.

    Scheduled

    Action

  • Smartsheet

    Adds a file attachment to a row.

    Scheduled

    Action

  • Smartsheet

    Adds discussion to row.

    Scheduled

    Action

  • Smartsheet

    Add a row to a sheet.

    Scheduled

    Action

  • Smartsheet

    Copies folder to another destination.

    Scheduled

    Action

  • Smartsheet

    Copies row to another sheet.

    Scheduled

    Action

  • Smartsheet

    Creates a copy of the specified Workspace.

    Scheduled

    Action

  • Smartsheet

    Moves row to another sheet.

    Scheduled

    Action

  • Smartsheet

    Create a new sheet from an existing sheet.

    Scheduled

    Action

  • Smartsheet

    Create a new sheet from a template.

    Scheduled

    Action

  • Smartsheet

    Update an existing row with new values. Requires a row ID.

    Scheduled

    Action

  • Smartsheet

    Send a row via email.

    Scheduled

    Action

  • Smartsheet

    Send a sheet via email (as PDF or Excel).

    Scheduled

    Action

  • Smartsheet

    Share a sheet.

    Scheduled

    Action

  • Smartsheet

    Share a workspace.

    Scheduled

    Action

How Katana + Smartsheet Integrations Work

  1. Step 1: Authenticate Katana + Smartsheet.
    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
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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.

Related categories

eCommerce
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smartsheet logo
smartsheet logo

About Smartsheet

Smartsheet is a leading cloud-based platform for work execution, enabling teams and organizations to plan, capture, manage, automate, and report on work at scale, resulting in more efficient processes and better business outcomes.

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