Katana + Method CRM

Create new Katana customers from new contacts in Method CRM

Seamlessly streamline your CRM and manufacturing process with this workflow. When a new contact is added in the Method CRM system, a customer profile will be set up in the Katana app. This way, you're able to manage and track customer relationships and orders, ensuring a smooth production workflow and efficient customer service throughout your business operations.

Seamlessly streamline your CRM and manufacturing process with this workflow. When a new contact is added in the Method CRM system, a customer profile will be set up in the Katana app. This way, you're able to manage and track customer relationships and orders, ensuring a smooth production workflow and efficient customer service throughout your business operations.

  1. When this happens...
    Method CRMMethod CRM
    New Contact

    Triggers when a new contact is added.

    TriggerPolling
  2. automatically do this!
    KatanaKatana
    Create Customer

    Creates a customer.

    ActionWrite
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Supported triggers and actions

  • Method CRM triggers, actions, and search

    New Customer/Vendor or Customer/Vendor Lead (Xero Only)

    Triggers when a new customer/vendor or customer/vendor lead is added.

    Trigger
    Polling
    Try It
    • First NameRequired

    • Last Name

    • Entity Full NameRequired

    • Email

    • Phone

    • Custom Fields

    Action
    Write
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.

Related categories

  • eCommerce
method-crm logo
method-crm logo

About Method CRM

Method CRM™ is a QuickBooks CRM that streamlines your business from lead to repeat and everything in between.
Learn more

Related categories

  • CRM (Customer Relationship Management)

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