Skip to content
Loading

Katana + Wave

Create new customers in Katana from newly added Wave customers

Effortlessly manage your customer data across Wave and Katana with this convenient workflow. When you add a new customer in Wave, it will instantly create a customer in Katana, ensuring your records stay up to date. Save time, eliminate manual entry, and streamline your business processes with this seamless connection between your accounting and inventory management systems.

Effortlessly manage your customer data across Wave and Katana with this convenient workflow. When you add a new customer in Wave, it will instantly create a customer in Katana, ensuring your records stay up to date. Save time, eliminate manual entry, and streamline your business processes with this seamless connection between your accounting and inventory management systems.

  1. When this happens...
    WaveWave
    New Customer

    Triggers when a new customer is added to a business you choose.

    TriggerScheduled
  2. automatically do this!
    KatanaKatana
    Create Customer

    Creates a customer.

    ActionWrite
Start free with email
Start free with Google
Start free with email
Start free with Google
  • Free forever for core features
  • 14 day trial for premium features & apps

Supported triggers and actions

What does this mean?

    • BusinessRequired

    Trigger
    Scheduled
    Try It

    • BusinessRequired

    • Customer or Company NameRequired

    • Account Number

    • Currency

    • First Name

    • Last Name

    • Email

    • Phone Number

    • Toll Free Number

    • Mobile Number

    • Fax Number

    • Website

    • Address1

    • Address2

    • City

    • Country

    • Postal Code

    • Shipping Contact

    • Shipping Delivery Instructions

    • Shipping Phone Number

    • Shipping Address1

    • Shipping Address2

    • Shipping City

    • Shipping Country

    • Shipping Postal Code

    Action
    Write

    • BusinessRequired

    • NameRequired

    • Description

    • PriceRequired

    Action
    Write

    • BusinessRequired

    • EmailRequired

    Action
    Search

    • BusinessRequired

    Trigger
    Scheduled
    Try It

    • BusinessRequired

    • CustomerRequired

    • Item Description

    • Item Price

    • Item ProductRequired

    • Item Quantity

    • Item Taxes

    • Invoice Currency

    • Invoice Date

    • Invoice Number

    • Invoice Title

    • Status

    • Subhead

    • Footer

    • Additional Notes

    • SO or PO Number

    • Due Date

    • Exchange Rate

    • Disable Credit Card Payments?

    • Amount Title

    • Item Title

    • Price Title

    • Quantity Title

    • Hide Amount?

    • Hide Description?

    • Hide Item?

    • Hide Price?

    • Hide Quantity?

    Action
    Write

    • BusinessRequired

    • Sale DateRequired

    • DescriptionRequired

    • Number FormatRequired

    • Sale AmountRequired

    • Sales Tax Abbreviation

    • Sales Tax Amount

    • Payment Processing Fee Amount

    • Notes

    • Created At

    • External ID

    Action
    Write

    • BusinessRequired

    • NameRequired

    Action
    Search
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.
Learn more

Related categories

  • eCommerce
wave logo
wave logo

About Wave

Wave's invoicing and accounting software is completely free, and has no usage limits or restrictions. Optional Payment Processing and Payroll services are fully integrated to create a seamless platform for your business finances.
Learn moreHelp

Related categories

Similar apps

Xero integrationsXero integrations

Xero

Accounting
QuickBooks Online integrationsQuickBooks Online integrations

QuickBooks Online

Accounting
FreeAgent integrationsFreeAgent integrations

FreeAgent

Accounting

Related Zap Templates

  • Create sales orders in Katana from new Wave invoices

Related Zap Templates

ย 

    ย