Connect One Click Contractor and Katana to unlock the power of automation

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Choose a Trigger

Choose an Action

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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "Estimate Created or Updated" from One Click Contractor.

Add your action

An action happens after the trigger—such as "Create Customer" in Katana.

You’re connected!

Zapier seamlessly connects One Click Contractor and Katana, automating your workflow.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

- Selected Org(s)
  Required
- Include All Child Orgs
  Required
- Filter
  Required
Trigger
Instant
Try It
- Selected Org(s)
  Required
- Include All Child Orgs
  Required
- Event(s)
  Required
Trigger
Instant
Try It
- Name
  Required
- E-mail address
- Phone number
- Comment
Action
Write
- Search By
  Required
- Search Term
  Required
Action
Search

- Selected Org(s)
  Required
- Include All Child Orgs
  Required
- Filter
  Required
Trigger
Instant
Try It
- Customer Name
  Required
- Name
- Customer Email
- Lead Source
- Job Types
- Phone Name
- Phone Number
- Line 1
- Line 2
- City
- State
- Postal Code
- Country
- Line 1
- Line 2
- City
- State
- Postal Code
- Country
- Assigned User
- External ID
- Start Time
- End Time
- Appointment Summary
- Description
Action
Write
- Customer ID
  Required
- Customer Reference
- Order Number
  Required
- Location
- Created Date
  Required
- Delivery Date
- Variant Sku
  Required
- Quantity
  Required
- Price Per Unit
  Required
- Tax Rate Id
  Required
- Additional Info
Action
Write
- Search By
  Required
- Search Term
  Required
- Name
  Required
- E-mail address
- Phone number
- Comment
Action
Search or write

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Customers who say using Zapier has made them better at their job

25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Connect One Click Contractor and Katana to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

Make work flow with AI

Level up your One Click Contractor to Katana integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

About One Click Contractor

One Click Contractor is a digital platform that helps contractors close deals faster with estimates, proposals, and e-signatures.

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Related categories

CRM (Customer Relationship Management)

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.