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Katana + Square

Create sales orders in Katana from new orders in Square

Easily manage your sales orders by connecting your Square and Katana apps. Each time you receive a new order in Square, this workflow instantly creates a corresponding sales order in Katana. This automation streamlines your process, removes the chance for manual entry errors, and saves you valuable time, allowing you to focus more on growing your business.

Easily manage your sales orders by connecting your Square and Katana apps. Each time you receive a new order in Square, this workflow instantly creates a corresponding sales order in Katana. This automation streamlines your process, removes the chance for manual entry errors, and saves you valuable time, allowing you to focus more on growing your business.

  1. When this happens...
    SquareSquare
    New Order

    Triggers when a new order is processed.

    TriggerPolling
  2. automatically do this!
    KatanaKatana
    Create Sales Order

    Creates a new sales order.

    ActionWrite
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Supported triggers and actions

    • LocationRequired

    • Order Status

    Trigger
    Polling
    Try It
    • Customer IDRequired

    • GroupRequired

    Action
    Write
    • LocationRequired

    • Team Member IDRequired

    • Customer IDRequired

    • Date and Time of AppointmentRequired

    • Appointment Service IDRequired

    • Note

    Action
    Write
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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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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.

Related categories