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Katana + Xero

Create Katana sales orders from new accepted quotes in Xero

Precisely define when to begin manufacturing products with improved sales order management. This integration allows you to choose when sales orders should appear in Katana from your Xero account by generating orders from quotes approved by your customers. Set-up the perfect workflow for your business today.

Precisely define when to begin manufacturing products with improved sales order management. This integration allows you to choose when sales orders should appear in Katana from your Xero account by generating orders from quotes approved by your customers. Set-up the perfect workflow for your business today.

  1. When this happens...
    XeroXero
    New Quote

    Triggers when a new quote is created.

    TriggerScheduled
  2. automatically do this!
    KatanaKatana
    Create Sales Order

    Creates a new sales order.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • OrganizationRequired

    Trigger
    Scheduled
    Try It
    • OrganizationRequired

    • Payment Type

    Trigger
    Scheduled
    Try It
    • OrganizationRequired

    • Quote Status

    Trigger
    Scheduled
    Try It
    • OrganizationRequired

    • Status

    Trigger
    Scheduled
    Try It
    • OrganizationRequired

    • Status

    • Type

    Trigger
    Scheduled
    Try It
    • OrganizationRequired

    • Purchase Order Status

    Trigger
    Scheduled
    Try It
    • OrganizationRequired

    Trigger
    Scheduled
    Try It
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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.
Learn more

Related categories

  • eCommerce
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