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Setting up a Katana connection in Make

How to set up Katana connection in Make

Dayvid Lorbiecke avatar
Written by Dayvid Lorbiecke
Updated yesterday

Connecting Katana to Make (formerly Integromat) is quick and only takes a few simple steps. Once connected, you’ll be able to create automations and custom workflows using Katana data.


How to set up the connection

  1. Choose Scenarios from the left-side menu.

    Screenshot highlighting Make's Scenarios button on the menu

  2. Click the Open Scenario Builder button.

    Screenshot highlighting the 'Open Scenario Builder' button inside Make

  3. On the next screen, search for "Katana", click on Katana Cloud Inventory at the top, and choose an automation (in this example, I chose to sync customers).

    Screenshot inside Make where "Katana" has been searched

  4. Click on Create a connection.

    Screenshot highlighting the 'Create a connection' button inside Make

  5. Give the connection a name and click Save.

    Screenshot of the naming box in Make

  6. A pop-up will appear where you can log in to Katana and authorize the connection.

    Screenshot of the login of Katana for authorization

  7. Choose a limit and click Save.

    Screenshot of the limit option of an automation in Make

  8. Choose where to start and click Save.

    Screenshot of the 'Choose where to start' box inside Make

  9. That's it! You've created your first automation between Make and Katana.


What’s next?

You can:

  • Start building additional automations with Katana triggers and actions

  • Use pre-made templates to save time

  • Sync data between Katana and hundreds of other apps

Tip: For inspiration and tutorials, check out the Katana app page on Make.


Your feedback is invaluable. Let us know your thoughts on this article or anything in Katana you'd like to see improved: [email protected]

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