Connect Katana Cloud Manufacturing and Microsoft 365 Email integrations

Connect Katana Cloud Manufacturing and Microsoft 365 Email with any of your favorite apps in just a few clicks. Design, build, and automate anything for your work by integrating apps like Katana Cloud Manufacturing and Microsoft 365 Email to create visual automated workflows. Choose from thousands of ready-made apps or use our no-code toolkit to connect to apps not yet in our library.

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Popular Katana Cloud Manufacturing and Microsoft 365 Email workflows.

Looking to get more out of Katana Cloud Manufacturing and Microsoft 365 Email? With Make you can visually integrate Katana Cloud Manufacturing and Microsoft 365 Email into any workflow to save time and resources — no coding required. Try any of these templates in just a few clicks.

Add Purchase Orders in bulk to Katana from Google Sheets

With this scenario, you can upload Purchase Orders in bulk to Katana from Google Sheets.

Step-by-step guide to set this template can be found in Katana knowledge base article here: https://support.katanamrp.com/en/articles/7888174-add-po-s-in-bulk-via-make

For any questions about Katana modules, contact [email protected]

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Send an email via Gmail for delivered Katana sales orders

When an order status is changed to delivered, a new e-mail is sent to the customer by Gmail.

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Send an email for out-of-stock items in Katana

When an item's inventory is out of stock in Katana, an e-mail is sent via Gmail.

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Send message to Outlook (Office 365 Email) for new users in Monday

Every time a new user is created in the Monday account, Make automatically creates emails for the assigned person from Outlook (Office 365 Email).

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Create and send WooCommerce coupons to your HubSpot CRM contacts

Use this template to automatically create a WooCommerce coupon and send it in a Microsoft 365 Email message when a HubSpot CRM contact meets a certain condition (in this case, when contact was created a year ago).

The scenario is set to run once a day. You can change it by clicking the clock icon on the first module.

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Send a Microsoft 365 Email message when a new Typeform form is submitted

Every time a new Typeform form is submitted, Make will automatically send an email message via Microsoft 365 Email.

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Tag and/or comment on Zendesk tickets when an email to requester is not delivered (from Microsoft 365 Email)

Use this template to automatically tag and/or comment on a Zendesk ticket if an email sent to a requester had not been delivered. The template works if you're using Zendesk in connection with Outlook.

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Save pending JIRA Server issues to a Microsoft 365 Excel worksheet and send it as a Microsoft 365 Email

This template allows you to search for JIRA Server pending tasks, save them to a Microsoft 365 Excel worksheet and send the worksheet as a Microsoft 365 Email.

Your Microsoft 365 Excel worksheet has to contain headers. The template uses this worksheet.

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Create and send WooCommerce coupons from a Microsoft 365 Excel worksheet

This template allows you to create a WooCommerce coupon and send it as a Microsoft 365 Email to a given list of customers stored in your Microsoft 365 Excel worksheet.

Your Microsoft 365 Excel worksheet has to contain headers. The template uses this worksheet. If you're going to use your own worksheet, make sure email addresses are in your first column.

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Build your Katana Cloud Manufacturing and Microsoft 365 Email integrations.

Create custom Katana Cloud Manufacturing and Microsoft 365 Email workflows by choosing triggers, actions, and searches. A trigger is an event that launches the workflow, an action is the event.

Add an Attachment

Adds an large attachement to a message.

Action

Create a Customer

Creates a customer.

Action

Create a Draft Message

Creates a new draft message.

Action

Create a Make-to-Order Manufacturing Order

Creates a new make-to-order manufacturing order.

Action

Create a Manufacturing Order

Creates a new manufacturing order.

Action

Create a Manufacturing Order Operation Row

Creates a new manufacturing order operation row.

Action

Create a Manufacturing Order Recipe Row

Creates a new manufacturing order recipe row.

Action

Create a Product

Creates a product.

Action

Create a Purchase Order

Creates a new purchase order.

Action

Connect any app with Katana Cloud Manufacturing and Microsoft 365 Email

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