Katana Cloud Inventory and Salesflare

How to connect Katana Cloud Inventory

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 Updated Order in Katana Cloud Inventory, create an opportunity, then create a contact in Salesflare.

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.

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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