Xero integration with Katana
How to Create Katana sales orders from new paid invoices in Xero
Steps to automate
Use Nekton workflow automation service.Preparation
Create Nekton account. You can also use your existing Google account
to sign in.
Create automation
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Click on the "Create new workflow" button, and then add "Automated step".
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Set the step description to "Create Katana sales orders from new paid invoices in Xero" and then click on "Automate".
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Provide the necessary parameters and click on the "Test it" button to check your automation. If you had issues with it, you can click on "Automate" again to try a different one.
Create a schedule (optional)
If you want to run this automation on a schedule, click on the gear button on the workflow editor
screen
to configure it. For example, you can run this flow every hour or every day.
Automate Katana integrations
Katana actions
Nekton can use any feature that is available in Katana API.
Using our advanced AI, you can easily create custom automations for Katana.
Here are some typical actions you can do in your automated workflows.
Create Customer
Creates a customer.
Find Customer
Find a customer by name, email, or phone number
Create Sales Order
Creates a new sales order.
Find or Create Customer
Find an existing customer, or create a new customer if one is not found.
About Katana
Katana gives thousands of manufacturers a live look at their business. Manage all the moving parts of your business and unite the apps and services you use in one visual platform.