Katana Cloud Inventory and Salesflare
How to connect Katana Cloud Inventory
- Via Make — 92 modules available. Set it up ↗
What you can automate
- When new Customers in Katana Cloud Inventory, create an account, then create a contact, then add a contact to an account in Salesflare.
- When new Delivered Order in Katana Cloud Inventory, create an opportunity, then create a contact in Salesflare.
- When new Order in Katana Cloud Inventory, create an opportunity, then create a contact in Salesflare.
- When new Packed Order in Katana Cloud Inventory, create an opportunity, then create a contact in Salesflare.
- When new Suppliers in Katana Cloud Inventory, create an account in Salesflare.
- When new Accounts in Salesflare, create a Supplier in Katana Cloud Inventory.
Katana Cloud Inventory operations on Make
Triggers (13)
Start a workflow when this happens
- Watch Batch Stocks — Triggers when a new batch stock is created.
- Watch Customers — Triggers when a new customer is created.
- Watch Deleted Order — Watch for a deleted order.
- Watch Delivered Order — Watch for a delivered order.
- Watch Materials — Triggers when a new material is created.
Show 8 more triggers
- Watch New Order — Watch for a new order.
- Watch Packed Order — Watch for a packed order.
- Watch Products — Triggers when a new product is created.
- Watch Suppliers — Triggers when a new supplier is created.
- Watch Tax Rates — Triggers when a new tax rate is created.
- Watch Updated Availability — Watch for updated availability.
- Watch Updated Order — Watch for an updated order.
- Watch Variants — Triggers when a new variant is created.
Actions (62)
Things Salesflare can make it do
- Create a Customer — Creates a customer.
- Create a Make-to-Order Manufacturing Order — Creates a new make-to-order manufacturing order.
- Create a Manufacturing Order — Creates a new manufacturing order.
- Create a Manufacturing Order Operation Row — Creates a new manufacturing order operation row.
- Create a Manufacturing Order Recipe Row — Creates a new manufacturing order recipe row.
Show 57 more actions
- Create a Product — Creates a product.
- Create a Purchase Order — Creates a new purchase order.
- Create a Purchase Order Row — Creates a new purchase order row.
- Create a Recipe — Creates one or many new recipe rows for a product.
- Create a Sales Order — Creates a sales order.
- Create a Sales Order Address — Creates a new sales order address.
- Create a Sales Order Row — Creates a new sales order row.
- Create a Stock Adjustment — Creates a new stock adjustment object.
- Create a Stock Transfer — Creates a new stock transfer.
- Create a Stocktake — Creates a new stocktake.
- Create a Supplier — Creates a supplier.
- Create a Tax Rate — Creates a tax rate.
- Create a Variant — Creates a variant.
- Delete Purchase Order Row — Deletes the selected purchase order row.
- Delete a Manufacturing Order — Deletes the selected manufacturing order.
- Delete a Manufacturing Order Operation Row — Deletes the selected manufacturing order operation row.
- Delete a Manufacturing Order Recipe Row — Deletes the selected manufacturing order recipe row.
- Delete a Purchase Order — Deletes the selected purchase order.
- Delete a Recipe — Deletes the selected recipe.
- Delete a Recipe Row — Deletes the selected recipe row.
- Delete a Sales Order — Deletes a sales order.
- Delete a Sales Order Address — Deletes the sales order address.
- Delete a Sales Order Row — Deletes a sales order row.
- Delete a Stock Adjustment — Deletes the selected stock adjustment.
- Delete a Stock Transfer — Deletes the selected stock transfer.
- Delete a Stocktake — Deletes the selected stocktake.
- Delete a Supplier — Deletes the selected supplier.
- Get a Batch Stock — Returns information about the selected batch stock.
- Get a Customer — Returns information about the selected customer.
- Get a Manufacturing Order — Returns information about the selected manufacturing order.
- Get a Manufacturing Order Operation Row — Returns information about the selected manufacturing order operation row.
- Get a Manufacturing Order Recipe Row — Returns information about the selected manufacturing order recipe row.
- Get a Material — Returns information about the selected material.
- Get a Product — Returns information about the selected product.
- Get a Purchase Order — Retrieves information about the selected purchase order.
- Get a Sales Order — Gets a sales order.
- Get a Supplier — Returns information about the selected supplier.
- Get a Tax Rate — Returns information about the selected tax rate.
- Get a Variant — Returns information about the selected variant.
- Make an API Call — Performs an arbitrary authorized API call.
- Receive a Purchase Order — Receives an existing purchase order.
- Unlink a Manufacturing Order from Sales Order Row — Unlinks a manufacturing order from the sales order row.
- Update a Batch Stock — Updates the selected batch stock.
- Update a Manufacturing Order — Updates the selected manufacturing order.
- Update a Manufacturing Order Operation Row — Updates the selected manufacturing order operation row.
- Update a Manufacturing Order Recipe Row — Updates the selected manufacturing order recipe row.
- Update a Purchase Order — Updates the selected purchase order. Please note that the module does not allow "Erase" function.
- Update a Purchase Order Row — Updates an existing purchase order row. Please note that the module does not allow "Erase" function.
- Update a Recipe Row — Updates the selected row. Please note that the module does not allow "Erase" function.
- Update a Sales Order — Updates a sales order.
- Update a Sales Order Address — Updates the sales order address.
- Update a Sales Order Row — Updates the selected sales order row.
- Update a Stock Adjustment — Updates the selected stock adjustment.
- Update a Stock Transfer — Updates the selected stock transfer.
- Update a Stocktake — Updates the selected stocktake.
- Update a Supplier — Updates a supplier.
- Update the Reorder Point — Updates the reorder point for a certain location and variant combination.
Searches (17)
Look up existing records
- List Batch Stocks — Lists all batch stocks.
- List Current Inventory — Returns a list for current inventory.
- List Customers — Lists all customers.
- List Manufacturing Order Operation Rows — Lists all manufacturing order operation rows.
- List Manufacturing Order Recipe Rows — Lists all manufacturing order recipe rows.
Show 12 more searches
- List Manufacturing Orders — Lists all manufacturing orders.
- List Materials — Lists all materials.
- List Products — Lists all products.
- List Purchase Orders — Lists all purchase orders.
- List Recipes — Lists all recipes.
- List Sales Orders — Lists all sales orders.
- List Stock Adjustments — Lists all stock adjustments.
- List Stock Transfers — Lists all stock transfers.
- List Stocktakes — Lists all stocktakes.
- List Suppliers — Lists all suppliers.
- List Tax Rates — Lists all tax rates.
- List Variants — Lists all variants.
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