Katana + Streak
Create new Katana customers from updated Streak contacts
Effortlessly keep your customer information up-to-date between Streak and Katana with this seamless workflow. When a contact is updated in Streak, a new customer will be created in Katana, ensuring accurate data across both platforms. This automation saves you time by streamlining your customer management process, letting you focus on growing your business.
Effortlessly keep your customer information up-to-date between Streak and Katana with this seamless workflow. When a contact is updated in Streak, a new customer will be created in Katana, ensuring accurate data across both platforms. This automation saves you time by streamlining your customer management process, letting you focus on growing your business.
- When this happens...Updated Contact
Triggered when a contact is updated.
- automatically do this!Create Customer
Creates a customer.
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