Katana + Mojo

Create Katana customers from new Mojo activities

Effortlessly manage customer data and streamline your workflow between Mojo and Katana. With this integration, when a new activity occurs in Mojo, the process instantly creates a customer in Katana, ensuring efficient and up-to-date tracking of your clients. Capture crucial information and maintain seamless business operations with this time-saving solution.

When this happens...
New Activity
Triggers when a new activity is created.
TriggerInstant
automatically do this!
Create Customer
Creates a customer.
ActionWrite

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Supported triggers and actions

- GroupRequired
- Note
Trigger
Instant
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- GroupRequired
- Note
Trigger
Instant
Try It
- Note
Trigger
Instant
Try It
New Note
Triggers when a new note is created in Mojo (through the contact screen only).
Trigger
Instant
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- ListRequired
- Full NameRequired
- Address
- City
- State
- ZIP Code
- Phones
- Emails
- Notes
Action
Write

- TitleRequired
- TypeRequired
- Start DateRequired
- End Date
Action
Write
- NameRequired
- E-mail address
- Phone number
- Comment
Action
Write

- Search ByRequired
- Search TermRequired
Action
Search

- Note
Trigger
Instant
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- Note
Trigger
Instant
Try It
- Notice
- Activity Types
Trigger
Instant
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Note Updated
Triggers when a note is updated in Mojo.
Trigger
Instant
Try It
- GroupsRequired
- Full NameRequired
- Address
- City
- State
- ZIP Code
- Phones
- Emails
- Notes
Action
Write
- Contact IDRequired
- Full NameRequired
- Address
- City
- State
- ZIP Code
- Phones
- Emails
- Notes
Action
Write
- Customer IDRequired
- Customer Reference
- Order NumberRequired
- Location
- Created DateRequired
- Delivery Date
- Variant SkuRequired
- QuantityRequired
- Price Per UnitRequired
- Tax Rate IdRequired
- Additional Info
Action
Write
- Search ByRequired
- Search TermRequired
- NameRequired
- E-mail address
- Phone number
- Comment
Action
Search or write

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.