Connect Katana to Socie

Both apps 42Katana 24Socie 18

• 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 additional field

  Create a new custom additional field.

• Action
  Add group

  Create a new group.

• Action
  Add member

  Create a new member in the community.

• Action
  Create a Membership

  Creates a new membership.

• Action
  Delete group

  Delete a group from your Socie community by its Socie id or your own external id.

• Action
  Delete member

  Delete a member from the community.

• Action
  Delete membership

  Delete a membership from a group in your Socie community.

• Action
  Get group

  Get a single group by identifier.

• Action
  Get member

  Return a specific member of your Socie community, looked up by their Socie id or by the external id you gave them.

• Action
  Get membership

  Return a specific group membership in Socie, looked up by the group and the membership's Socie id or your own external id.

• Action
  List additional fields

  Retrieve the additional (custom member profile) fields defined in your Socie community.

• Action
  List groups

  Retrieve the groups of your Socie community.

• Action
  List members

  Returns all members of your community.

• Action
  List memberships

  List a group's memberships.

• Action
  Send notification

  Send or schedule a push notification to specified members of the community.

• Action
  Update group

  Update fields on an existing group.

• Action
  Update member

  Update fields on an existing member.

• Action
  Update membership

  Update the title of a single group membership in Socie.

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