Connect Katana and Liaison

Both apps 37Katana 24Liaison 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.

• Trigger
  New or Updated Application

  Triggers when an application for an organization is created or updated.

• Action
  Get Account Info

  Returns the CAS API user's account settings: user name, user level, and the application forms and user groups the user can reach.

• Action
  Get applicant

  Returns an applicant's account information, including profile, user principal, email and telephones.

• Action
  Get Application

  Gets one application on a CAS application form, including the applicant's submitted data.

• Action
  Get Organization

  Gets one organization on a CAS application form, with its codes, contacts and program selection rules.

• Action
  Get program

  Returns the details of a program offered by an organization on an application form, including its custom program attributes.

• Action
  List Applicants

  Lists applicants on a CAS application form, either by CAS ID or by a date range.

• Action
  List Applications

  Lists the application IDs for an organization, optionally only those last updated within a date range.

• Action
  List Organizations

  Lists the organizations (schools or departments) on a CAS application form.

• Action
  List Programs

  Lists the programs offered on a CAS application form, with their deadlines, terms and organizations.

• Action
  List subscriptions

  Returns the business event subscriptions set up for an application form.

• Action
  Update organization

  Updates an existing organization (name, codes, state, group and contacts) on a Liaison CAS application form.

• Action
  Update program

  Updates an existing program under an organization in a Liaison application form, returning the updated program.

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