Connect Katana to Workable

Both apps 26Katana 24Workable 2

• 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 Talent Pool Candidate

  Creates a candidate in the Workable talent pool, not tied to any job.

• Action
  List Members

  Lists the members of the Workable account, optionally filtered by role, job, email, name or status.

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