Connect Credly and Katana

Both apps 43Credly 19Katana 24

• Trigger
  New issued badge

  Triggers when a new badge is issued by your Credly organization.

• Action
  Add badge template

  Creates a new badge template in your Credly organization and returns its id.

• Action
  Add employee

  Adds an employee to your Credly Workforce organization and returns the new employee record.

• Action
  Delete badge template

  Deletes a badge template from the Credly organization.

• Action
  Delete employee

  Deletes an employee from your Credly Workforce organization.

• Action
  Get badge template

  Returns a single badge template from your Credly organization, including its description, skills, criteria, state and visibility.

• Action
  Get employee

  Returns a single employee in your Credly organization, looked up by email address, Credly id or your own external id.

• Action
  Get issued badge

  Returns the details of a single issued badge, including its recipient, state, badge template and evidence.

• Action
  Get organization

  Returns the details of the Credly organization this account is connected to.

• Action
  Issue Badge

  Issues a new badge from one of your badge templates to a recipient by email.

• Action
  List badge templates

  Returns the badge templates of your Credly organization, optionally filtered by name, state, skills, dates and more.

• Action
  List employees

  Returns the employees in your Credly organization, optionally filtered by name or email, connection status or badge level.

• Action
  List endorsements

  Returns the endorsements your organization holds on a badge template, including their competencies, credits and validity dates.

• Action
  List issued badges

  Returns the badges your Credly organization has issued, with optional filters by recipient, badge template, state and dates, and a choice of sort order.

• Action
  List organizations

  Returns the Credly organizations visible to the connected account.

• Action
  Replace issued badge

  Replaces an issued badge with a new badge, optionally changing its template, recipient details, dates and evidence. Returns the new replacement badge.

• Action
  Revoke issued badge

  Revokes an issued badge, removing it from the earner's wallet and public profile, and returns the updated badge.

• Action
  Update badge template

  Updates an existing badge template in your Credly organization. Only the values you fill in are changed.

• Action
  Update employee

  Updates an existing employee in your Credly organization, identified by email or your own employee ID. Fields left blank are not changed.

• 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.