Connect Katana and ServeManager

Both apps 49Katana 24ServeManager 25

• 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
  Invoice Issued

  Triggers when an invoice is issued.

• Trigger
  New Attempt

  Triggers when a new service attempt is logged on any job.

• Trigger
  New Company

  Triggers when a new company is added in ServeManager.

• Trigger
  New Job

  Triggers when a new job is created in ServeManager.

• Trigger
  New Note

  Triggers when a new note is added to any job.

• Action
  Cancel Job

  Cancels a job and records a cancellation note on it.

• Action
  Create Attempt

  Logs a service attempt on an existing job: the serve type, when it happened, who was served and at which address.

• Action
  Create Company

  Creates a company (client, law firm or process server) in ServeManager, optionally with a primary contact, address, email and phone.

• Action
  Create Court

  Creates a court location with its branch name, county and address.

• Action
  Create Court Case

  Creates a court case with its plaintiff, defendant, case number, dates and court location.

• Action
  Create Invoice

  Creates an invoice on a job with one line item.

• Action
  Create Job

  Creates a service-of-process job with its recipient, service address, client, process server, court case and an optional document to be served from a URL.

• Action
  Create Payment

  Records a payment on an invoice. Each call adds a new payment, so check the invoice's existing payments before retrying.

• Action
  Delete Attempt

  Deletes a service attempt.

• Action
  Find Company

  Finds ServeManager companies by a text search over company and contact details, most reliably a full email address.

• Action
  Find Court Case

  Finds court cases by case number, plaintiff, defendant or court branch name.

• Action
  Find Job

  Finds jobs by a text search over company names, recipients, zip codes and other job details.

• Action
  Get Attempt

  Returns one service attempt by ID, including serve type, outcome, recipient and address.

• Action
  Get Company

  Returns one ServeManager company by ID, with its contacts, addresses, phone numbers and emails.

• Action
  Get Court Case

  Returns one court case by ID, including its plaintiff, defendant, case number and court.

• Action
  Get Job

  Returns one ServeManager job by its ID, including recipient, status and client details.

• Action
  List Employees

  Lists the employees on your ServeManager account with their contact details and permission level.

• Action
  Update Company

  Updates a company's name, type, website or note. An address given here is added to the company; existing addresses are kept.

• Action
  Update Job

  Updates a job's status, due date, instructions, client job number or assignments. An address given here is added to the job's service addresses.

• Action
  Upload File

  Attaches a file from a public URL to an existing job, either as a document to be served or as a miscellaneous attachment. ServeManager downloads the file itself.

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