Connect Katana and Lunatask

Both apps 41Katana 24Lunatask 17

• 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 Task

  Triggers when a new task is created in Lunatask.

• Action
  Create Journal Entry

  Creates a journal entry for a given date.

• Action
  Create Note

  Creates a note, optionally in a notebook. Returns the new note.

• Action
  Create Person

  Creates a person (relationship). Returns the new person.

• Action
  Create Person Timeline Note

  Adds a note to a person's memory timeline for a given date.

• Action
  Create Task

  Creates a task in an area of life, optionally inside a goal. Returns the new task.

• Action
  Delete Note

  Deletes a note by its ID.

• Action
  Delete Person

  Deletes a person (relationship) by ID.

• Action
  Delete Task

  Deletes a task by its ID.

• Action
  Get Person

  Returns one person (relationship) by ID.

• Action
  Get Task

  Returns one task by its ID.

• Action
  List Notes

  Returns all notes in the account, optionally only those created from a given source and source ID.

• Action
  List People

  Returns all people (relationships), optionally only those created from a given source and source ID.

• Action
  List Tasks

  Returns all tasks in the account, optionally only those created from a given source and source ID.

• Action
  Track Habit Activity

  Records that a habit was performed on a given date.

• Action
  Update Note

  Updates a note's name, content, notebook or date. New content replaces the existing content.

• Action
  Update Task

  Updates a task's name, note, status, priority, schedule or other attributes. Returns the updated task.

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