Connect Katana to Funil de Vendas

Both apps 37Katana 24Funil de Vendas 13

• 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.

• Action
  Add Activity

  Creates an activity (call, meeting, task, etc.) on an opportunity in Funil de Vendas.

• Action
  Add Product

  Creates a new product in the catalog. See "Api Criação de produtos" doc.

• Action
  Delete Activity

  Deletes an activity in Funil de Vendas by its code.

• Action
  List Activity types

  Lists the activity types (categories) configured in the Funil de Vendas account.

• Action
  List Funnels

  Lists the sales funnels (pipelines) in the Funil de Vendas account.

• Action
  List Loss reasons

  Lists the loss reasons (respostas de perda) configured in the Funil de Vendas account.

• Action
  List Sales channels

  Lists sales channels (codigo_canal_venda values). See "Api Listagem de Canais de Venda" doc.

• Action
  List Segments

  Lists the company segments configured in the Funil de Vendas account.

• Action
  List Stages

  Lists the stages (steps) of a sales funnel.

• Action
  List Users

  Lists the users (sales reps) of the Funil de Vendas CRM account.

• Action
  List Win reasons

  Lists reasons an opportunity can be marked won. See "Api Listagem de Respostas de Ganho" doc.

• Action
  Transfer Opportunity

  Transfers one or more opportunities to another salesperson, placing them in the chosen funnel and, optionally, stage.

• Action
  Update Activity

  Edits an existing activity's fields. See "Api de Atividades (Criação, Edição, Exclusão, Exibição)" doc.

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