Connect Grist and Katana

Both apps 49Grist 25Katana 24

• Trigger
  New or Updated Record

  Triggered when a row in a Grist table is created or updated.

• Trigger
  New or Updated Record (Instant)

  Triggers when a Record is updated, or a new Record is added.

• Trigger
  New Record

  Triggered when a new row is added to a Grist table.

• Trigger
  New Record (Instant)

  Triggers when a new Record is created

• Action
  Add Column

  Adds a column to a table in a Grist document.

• Action
  Add Table

  Creates a new table in a Grist document, optionally with a starting set of columns.

• Action
  Create Document

  Creates a new document in a Grist workspace and returns its document ID.

• Action
  Create or Update Record

  Adds a row to a Grist table, or updates the existing row when the match column already holds the match value. Returns the row ID.

• Action
  Create Record

  Adds a new row to a Grist table and returns its row ID.

• Action
  Create Workspace

  Creates a new workspace in a Grist organization and returns its ID.

• Action
  Delete Document

  Deletes a Grist document permanently.

• Action
  Delete Records

  Deletes one or more rows from a Grist table by row ID.

• Action
  Delete Workspace

  Deletes a Grist workspace along with every document inside it.

• Action
  Find Record

  Searches a Grist table for a row whose column holds a given value and returns that row's ID and column values.

• Action
  Get Document

  Returns the details of one Grist document — its name, web address, workspace, and organization.

• Action
  Get Org

  Returns the details of one Grist organization (team site) — its name, subdomain, owner, and your access level.

• Action
  Get Workspace

  Returns the details of one Grist workspace, including the documents it contains.

• Action
  List Columns

  Returns the columns of a Grist table, with each column's ID, label, and type.

• Action
  List Orgs

  Returns every Grist organization (team site) this connection can reach.

• Action
  List Tables

  Returns the tables in a Grist document.

• Action
  List Workspaces

  Returns the workspaces in a Grist organization, each with the documents it contains.

• Action
  Run SQL Query

  Runs a read-only SELECT statement against a Grist document and returns the rows.

• Action
  Update Document

  Renames a Grist document or changes whether it is pinned. Anything left blank stays as it is.

• Action
  Update Record

  Changes the column values of one row in a Grist table. Columns left blank keep their current values.

• Action
  Update Workspace

  Renames a Grist workspace.

• 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.