Connect Busybusy and Katana

Both apps 57Busybusy 33Katana 24

• Trigger
  Certifications: Certification Updated

  Triggers when a certification is created or updated in Busybusy.

• Trigger
  Certifications: New Certification Created

  Triggers when a new certification type is created in Busybusy.

• Trigger
  Employee Created

  Triggers when a new employee (member) is added to your busybusy organization.

• Trigger
  Employee Updated

  Triggers when an employee in busybusy is created or changed.

• Trigger
  Project Created

  Triggers when a new project is created in busybusy.

• Trigger
  Project Updated

  Triggers when a project or subproject is created or changed in Busybusy, including when it is unarchived.

• Action
  Archive Employee

  Archives an employee (member) in busybusy by setting their archived date.

• Action
  Archive Project

  Archives a project in Busybusy by setting its archived date.

• Action
  Certifications: Create Certification

  Creates a certification type in your Busybusy organization that employees can later be certified against.

• Action
  Certifications: Create Employee Certification

  Records that an employee holds a certification, with its issue, renewal and expiry dates.

• Action
  Certifications: Delete Certification

  Deletes a certification from your Busybusy organization by marking it deleted.

• Action
  Certifications: Renew Employee Certification

  Renews an employee's certification record in busybusy by setting a new renewal date and, optionally, a new expiration date.

• Action
  Certifications: Search Certifications

  Searches certifications in Busybusy by name, ID or date filters and returns the matching certifications.

• Action
  Certifications: Update Certification

  Updates an existing certification's name, description, renewal period or documentation settings.

• Action
  Certifications: Update Employee Certification

  Updates an employee's certification record in busybusy, such as its issue, renewal or expiration date or the employee it belongs to.

• Action
  Create Break Entry

  Creates a break on an existing busybusy time entry, with its start time and optional end time.

• Action
  Create Budget

  Creates a cost budget for a busybusy project, optionally scoped to a cost code or piece of equipment.

• Action
  Create Cost Code Group

  Creates a cost code group in busybusy for organizing cost codes.

• Action
  Create Employee

  Creates a new employee (member) in your busybusy organization.

• Action
  Create Equipment

  Creates a piece of equipment in busybusy with its name, model, serial number and tracking options.

• Action
  Create Project

  Creates a new project in busybusy.

• Action
  Create Time Entry

  Creates a time entry (clock-in record) for an employee in busybusy, optionally against a project, cost code and equipment.

• Action
  Search Break Entries

  Returns the break entries that match the filters you supply, such as a time entry, start time or paid status.

• Action
  Search Employee (Single)

  Finds a single employee by ID and returns the first matching employee record.

• Action
  Search Employees (Multiple)

  Returns the employees that match the filters you supply, such as name, username, employee number or group.

• Action
  Search Projects (Multiple)

  Returns all projects matching the given title, parent project, ID or dates.

• Action
  Unarchive Cost Code

  Restores an archived cost code so it is active again.

• Action
  Unarchive Employee

  Restores an archived employee in busybusy so they are active again.

• Action
  Unarchive Project

  Restores an archived project in Busybusy so it is active again.

• Action
  Update Cost Code

  Updates an existing cost code's title, code, unit, group, insurance classes or custom fields.

• Action
  Update Employee

  Updates an existing busybusy employee's name, username, contact details, position, employee number or group.

• Action
  Update Equipment

  Updates an existing piece of equipment in busybusy, changing only the details you fill in.

• Action
  Update Project

  Updates an existing project's name, parent project, or archive date in busybusy.

• Trigger
  New Customer

  Triggers when a new customer is created in Katana.

• Trigger
  New Sales Order

  Triggers when a new sales order is created in Katana.

• Action
  Add manufacturing order

  Creates a manufacturing order in Katana for a product variant at a location. Recipe and operation rows are added automatically from the product's recipe.

• Action
  Add material

  Creates a material in Katana, with one or more variants, and returns the new material.

• Action
  Add product

  Creates a product in Katana with one or more variants, including its unit of measure, category, and sell/make/buy settings.

• Action
  Add purchase order

  Creates a purchase order for a supplier, together with its line items, in Katana.

• Action
  Create Customer

  Creates a customer in Katana.

• Action
  Create Sales Order

  Creates a sales order in Katana for a customer with one product variant line.

• Action
  Delete customer

  Deletes a customer from Katana by its ID.

• Action
  Delete sales order

  Deletes a single sales order in Katana by its ID.

• Action
  Find Customer

  Finds Katana customers matching a name, email or phone number.

• Action
  Get manufacturing order

  Returns the details of a manufacturing order, including its status, quantities, costs, dates and custom field values.

• Action
  Get product

  Returns a Katana product by its ID, including its variants and configuration options.

• Action
  Get purchase order

  Returns a purchase order by its ID, including its rows, totals, status and custom field values.

• Action
  Get Sales Order

  Returns one Katana sales order by its ID.

• Action
  List customers

  Returns the customers in your Katana account, most recent first, optionally filtered by name, email, company, category and date ranges.

• Action
  List inventory

  Returns current inventory levels per variant and location, optionally filtered by location or variant.

• Action
  List manufacturing orders

  Returns manufacturing orders, most recent first, optionally filtered by status, order number, location, linked sales order, or created/updated date ranges.

• Action
  List products

  Returns the products in your Katana account, most recent first, optionally filtered by name, unit of measure, flags, supplier or date ranges.

• Action
  List purchase orders

  Returns the purchase orders in your Katana account, most recent first, optionally filtered by status, supplier, location, order number and date ranges.

• Action
  List sales orders

  Returns the sales orders in your Katana account, most recent first, optionally filtered by customer, status, location, dates and more.

• Action
  Update Customer

  Updates an existing Katana customer. Only the fields you fill in are changed.

• Action
  Update product

  Updates an existing Katana product. Only the fields you fill in are changed; everything else is left as it is.

• Action
  Update sales order

  Updates an existing Katana sales order. Only the fields you fill in are changed; everything else is left as is.

No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.