Connect Katana and Wufoo

Both apps 38Katana 24Wufoo 14

• 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 Form

  Polling trigger: fires when a new form is created on the account.

• Trigger
  New Form Entry

  Polling trigger: fires when a new entry is submitted to the specified form.

• Action
  Count Form Comments

  Return the number of comments on a form's entries.

• Action
  Count Form Entries

  Return the number of entries submitted to a form.

• Action
  Get Form

  Return a single form by its hash identifier.

• Action
  Get Form Fields

  Return the field definitions for a form.

• Action
  Get Report

  Return a single report by its hash identifier.

• Action
  Get Report Widgets

  Return the widgets (charts/graphs) of a report.

• Action
  List Form Entries

  Return entries submitted to a form.

• Action
  List Forms

  Return all forms on the Wufoo account.

• Action
  List Report Entries

  Return entries included in a report.

• Action
  List Reports

  Return all reports on the Wufoo account.

• Action
  List Users

  Return the users on the Wufoo account.

• Action
  Submit Form Entry

  Submit a new entry to a form. Field values are passed as a map keyed by field id (e.g. Field1).

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