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.

When this happens...
New Customer
Triggers when a new customer is added to a business you choose.
TriggerPolling
automatically do this!
Create Customer
Creates a customer.
ActionWrite

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Supported triggers and actions

- BusinessRequired
Trigger
Polling
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
- EmailRequired
- Customer or Company NameRequired
- Account Number
- Currency
- First Name
- Last Name
- 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
Search or 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

- BusinessRequired
Trigger
Polling
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
- NameRequired
- E-mail address
- Phone number
- Comment
Action
Write
- Search ByRequired
- Search TermRequired
Action
Search

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

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 more