This guide explains how to set up an automation in Make so that when a sales order in Katana changes to Delivered, an email is automatically sent via Gmail.
If you’re new to Make, check our Make integration overview.
Setup the automation
Step 1: Create a new scenario
Click Open scenario builder
Search for "Katana" and click on the top result
Step 2: Set up the trigger (Webhook in Katana)
Search for "Watch Delivered Order" and click on it.
If you haven't connected to Katana, you'll be prompted to create a connection and name it, and then log in to Katana. Learn more.
Name your webhook and click Save.
The webhook is automatically added to your Katana account under Settings > API > Webhooks.
Step 3: Pull sales order details from Katana
Click the "+" next to KT and select Katana.
Search for and click on Get a Sales Order.
Click inside the Sales Order ID field and select Object ID from the pop-up and click Save.
Step 4: Pull customer details from Katana
Click the "+" next to the rightmost KT and select Katana again.
Search for and click on List Customers.
Fill in the details and click Save.
Step 5: Connect Gmail to the automation
Important: To connect your Gmail account, you'll need a Google Cloud Platform and a custom OAuth client. Learn more.
Click the "+" next to KT to add the Gmail module.
Search for "Gmail" and select Send an email.
Click on Create a connection.
Name the connection and sign in to your Gmail account.
Step 6: Configure the Gmail email
Add the recipient:
You can enter a fixed email address (e.g., your sales team)
Or map the customer’s email from the “List customers” module.
Add an email subject.
Compose the email content, formatting as needed (e.g., order number, delivery date).
Save your setup.
Step 7: Test the scenario
Click Run once in Make to test the automation.
Verify that an email is sent when a Katana sales order is updated to Delivered.
Final step: Turn it on
Once testing looks good:
Switch the scenario to On in Make.
Your automation will now run automatically whenever an SO is marked as Delivered in Katana.
You’ve now automated email notifications for delivered sales orders!
Tip: You can expand this workflow — for example, CC team members, send a Slack message, or log deliveries in a Google Sheet.
Your feedback is invaluable. Let us know your thoughts on this article or anything in Katana you'd like to see improved: [email protected]