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Katana + Square Integrations

How to connect Katana + Square

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

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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
  • Square triggers, actions, and search
    New Customer
    Triggers when a new customer is created.
    Trigger
    Scheduled
  • Square triggers, actions, and search
    New Order
    Triggers when a new order is processed.
    Trigger
    Scheduled
  • Square triggers, actions, and search
    Create Customer
    Creates a customer.
    Action
    Write

How Katana + Square Integrations Work

  1. Step 1: Authenticate Katana and Square.
    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

Square Tutorials

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
square logo
square logo
square logo

About Square

Square creates tools that help sellers of all sizes start, run and grow their businesses. Square’s point-of-sale service offers tools for every part of running a business, from accepting credit cards and tracking inventory to real-time analytics and invoicing.

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