Katana Cloud Inventory and Salesflare
How to connect Katana Cloud Inventory
- Via Make — 30 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 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.
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