Zapier is a code free automation platform that lets you connect your apps and create workflows (called “Zaps”) without developer knowledge. With thousands of supported apps, Zapier allows you to link Katana to other tools and automate repetitive tasks.
How Zapier works
Each Zap is built from events in your connected apps:
Trigger: An event in one app that starts the Zap.
Action: The event performed in another app after the trigger.
Search: A lookup step used to find information that can be used in an action.
Learn more about creating Zaps in the Zapier knowledge base.
Katana on Zapier
With the Katana app on Zapier, you can:
Import sales orders into Katana from other apps.
Examples:
Import customers into Katana from other apps.
Available Katana functions in Zapier:
Type | Name | Description |
Action | Create Customer | Add a new customer in Katana. |
Action | Create Sales Order | Add a new sales order in Katana. |
Search | Find Customer | Look up an existing customer. |
Search | Find or Create Customer | Search for a customer, or create one if not found. |
The Katana Zapier app doesn't currently provide triggers.
Data can only be sent into Katana — no outbound data flows are supported yet.
Getting started
To use Katana with Zapier, you’ll need:
A Katana account.
From there, you can start creating Zaps with Katana or use our pre-built templates.
Limitations
No outbound flows: you cannot send data from Katana to other apps via Zapier.
No triggers currently available.
Available connections
You can import customers/orders from the following apps and hundreds more:
ShipStation
Square
Google Forms
PandaDoc
Monday.com
Jobber
Wave
B2B Wave
Zoho CRM
Duda
Scoro
Squarespace Forms
Dropbox
Slack
ActiveCampaign
Jira Software Cloud
Quotient
Your feedback is invaluable. Let us know your thoughts on this article or anything in Katana you'd like to see improved: [email protected]