Connect EFC Aquila and Katana

Both apps 41EFC Aquila 17Katana 24

• Trigger
  Assessment Query

  Triggers when a member's assessment standing on a Programme is recorded or re-assessed, optionally limited by grade, progress, attendance, age or group filters.

• Trigger
  Birthday

  Triggers when a member at the Location has a birthday within the chosen window (today by default), once per member per year.

• Trigger
  Classes Attended

  Triggers when a member reaches a lifetime (or this month's) classes-attended count in your chosen range — fires again each time their attendance count changes within it.

• Trigger
  Did Not Show

  Triggers when a member booked onto a class or event today is marked absent (did not show).

• Trigger
  Expired Member

  Triggers when a member's enrolment expires at the Location (members whose status becomes lapsed), newest expiry first.

• Trigger
  Member Query

  Triggers when a member newly appears in a saved roster search at a Location, such as members who become enrolled or fall inactive.

• Trigger
  New Appointment

  Triggers when a new appointment (a 1-on-1 slot with a member) is booked at the Location, scheduled from yesterday through the next year.

• Trigger
  New Lead

  Triggers when a new lead (prospective member) is registered at the selected Location.

• Trigger
  New Member

  Triggers when a member enrols at the selected Location (school).

• Action
  Add Lead

  Captures a lead at a Location, merging into an existing matching lead instead of creating a duplicate. Returns the created or matched Member.

• Action
  Book Session

  Books a member onto one occurrence of a class session, or every occurrence from that date forward. Returns the confirmed booking; if the member is already booked, the existing booking is returned.

• Action
  Create Appointment

  Creates a one-on-one appointment with a member at a location, optionally as a recurring series.

• Action
  Create Note

  Adds a note to a member's record, optionally pinning it to the top of their note feed or raising it to EFC.

• Action
  Enrol Member

  Enrols a member at a location and sets the programmes they are enrolled on, replacing their current programme set. Returns the member's updated enrolment.

• Action
  Send Email

  Sends an email from a Location to a recipient, optionally filing it in a member's conversation. Returns the queued message.

• Action
  Send SMS

  Sends an SMS text message from a Location through its connected SMS provider, optionally filing it in a member's conversation.

• Action
  Send Template

  Emails a member using one of the Location's library email templates, with merge fields filled in from the member's record. The message is queued for delivery.

• 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.