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Integrately overview

Integrately allows you seamlessly sync data between Katana and hundreds of apps

Michael De Giovanni avatar
Written by Michael De Giovanni
Updated over 3 weeks ago

Easily connect Katana with hundreds of apps using Integrately to automate workflows and reduce manual tasks.


What is Integrately?

Integrately is an automation platform that allows you to connect Katana with hundreds of other apps. You can choose from ready-to-use automation templates or build your own workflows to save time and streamline processes.

Instead of manually handling repetitive tasks, you can optimize operations, improve collaboration, and focus on scaling your business.

To learn more, explore tutorials and video guides on how Integrately works.


What you can do with Integrately + Katana

With this integration, you can:

  • Send notifications (email, SMS, Slack, etc.) when a Katana sales order (SO) is marked as Packed or Delivered.

  • Export Katana data to platforms like Google Sheets or OneDrive.

  • Import products, customers, and SOs from e-commerce or CRM platforms (e.g., Square, Zoho CRM).

  • Send sales and inventory data from Katana to shipping platforms (e.g., Shippo, ShipStation).

  • Import deals from CRM/marketing platforms like Marketo.

  • Connect Katana with project management tools (Monday.com, Trello, Asana).

  • Sync materials, customers, products, suppliers, and variants added to Katana with other apps.

Note: Use cases depend on Katana’s features and the apps available in Integrately. Not all workflows have been tested by Katana.


How it works

Integrately enables automations based on Katana triggers. At the moment, you can trigger actions in other apps when:

  • A sales order is marked as Packed

  • A sales order is marked as Delivered

All Katana fields available as output can be used to build automations.

To get started, you’ll need:

Browse pre-mapped automation templates on Katana’s Integrately app page.


Katana Triggers, Actions, and Searches in Integrately

Triggers

  • Sales order marked as Packed

  • Sales order marked as Delivered

Updates

  • Update sales order

Actions

  • Create customer

  • Create sales order

  • Create product

  • Create variant

  • Create tax rate

Searches

  • Customer

  • Product

  • Variant

  • Sales order


Availability & support


That’s it! With Integrately, you can easily automate workflows between Katana and hundreds of other tools to save time and eliminate manual work.


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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