[ Productivity ]
Katana integration for your workflows.
Connect Katana to Collabase once and use 4 actions in your workflows. No code needed, hosted in Switzerland.
Katana in Collabase
Connect Katana to Collabase once and use 4 actions in your workflows. No code needed, hosted in Switzerland.
[ About the service ]
Katana is a cloud-based manufacturing ERP software for inventory, production, and order management.
How to connect it
- Open the integrations in the workspace settings.
- Choose Katana and connect your account.
- Add a trigger or an action to the workflow.
- Log in to your Katana account
- Go to Settings > API
- Select Add new API key
- Copy and paste the key here
Katana triggers
Katana does not start a workflow on its own. You use its actions after any other trigger.
Katana actions
| Name | Description | Fields |
|---|---|---|
| Create Customer | Creates a new customer in Katana. |
+ 6
|
| Create Sales Order | Creates a new sales order in Katana. |
+ 15
|
| Find Customer | Find a customer by name, email, or phone number. |
+ 6
|
| Custom API Call | Make a custom API call to a specific endpoint |
+ 3
|
[ Productivity ]
Related integrations
Tools that often share a workflow.
Questions about Katana
What can I automate with Katana in Collabase?
Katana brings 4 actions and 0 triggers, for example Create Customer, Create Sales Order, Find Customer and Custom API Call. You combine them in a workflow without code and mix them with every other integration.
How do I connect Katana to Collabase?
You open the integrations in the workspace settings, choose Katana and connect your account once, using an API key. After that all triggers and actions are available in the workflow.
Does the Katana integration cost extra?
No. All integrations are included in every licence, in the Isolated Cloud and in Self-Hosted operation. There is no module price.
Test it against your own content. A proof of concept is ready within days.
We set up an instance with your content and you test it against real workflows. In a first conversation we clarify scope, operating model and timing.
