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 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.

Not using Salesflare yet?

Salesflare is a CRM for small and medium-sized B2B businesses — it fills itself in automatically so your team actually keeps it up to date.

Try it for free