Connect Katana and Streamtime

Both apps 49Katana 24Streamtime 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
  Company Created

  Triggers when a new company is created in Streamtime.

• Trigger
  Company Updated

  Triggers when a company in Streamtime is created or any of its details change.

• Trigger
  Job Activity

  Triggers when a new activity entry (comment, post or update notification) is added to a Streamtime job.

• Trigger
  Job Comment Created

  Triggers when a new comment is posted on a Streamtime job.

• Trigger
  Job Created

  Triggers when a new job is created in Streamtime.

• Trigger
  Label Added

  Triggers when a label is added to a specific Streamtime record (job, quote, invoice, company, contact, etc.), or when a new master label is created for a label type if no record is chosen.

• Trigger
  Quote Approved

  Triggers when a quote is approved in Streamtime.

• Trigger
  Quote Sent

  Triggers when a quote is sent to a client in Streamtime.

• Action
  Add Label

  Adds a label to a job, quote, invoice, logged expense, company, contact, user or job group in Streamtime.

• Action
  Create Company

  Creates a new company (client or supplier) in Streamtime.

• Action
  Create Contact

  Creates a new contact under a company in Streamtime.

• Action
  Create Expense

  Creates a logged expense against a job in Streamtime.

• Action
  Create Job Comment

  Adds a comment to a Streamtime job's activity feed.

• Action
  Create Job Post

  Creates a post in a job's activity feed in Streamtime.

• Action
  Create Personal ToDo

  Creates a personal To Do (a time entry not attached to any job) for a Streamtime user on a given date.

• Action
  Find Branch

  Finds Streamtime branches whose name or external name matches the given branch name.

• Action
  Find Company

  Finds companies in Streamtime that match a search filter, such as a company name.

• Action
  Find Contact

  Searches Streamtime contacts matching a filter and returns the matching contacts.

• Action
  Find Expense

  Finds logged expenses in Streamtime that match a search filter, such as a supplier, job or date condition.

• Action
  Find Invoice

  Finds invoices in Streamtime that match a search filter, such as an invoice number, company or status.

• Action
  Find Job

  Finds jobs that match a search filter, such as a job name or status condition.

• Action
  Find Quote

  Searches Streamtime quotes matching a filter and returns the matching quotes.

• Action
  Find User

  Finds users in your Streamtime organisation by email address or display name.

• Action
  Get ToDo

  Returns a single Streamtime To Do (logged time entry) by its id, including its date, minutes, notes, status and costs.

• Action
  List Job Activity Entries

  Returns the activity entries (comments, posts and update notifications) on a Streamtime job, optionally limited to one activity type.

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