Act! 365 + Katana Cloud Manufacturing Integration

Connect Act! 365 to Katana Cloud Manufacturing - Automate your workflows in 1-click

Make use of Act! 365 automations to centralize customer data, sync data across different platforms, automate lead nurturing, and improve sales funnels. Katana Cloud Manufacturing automations help you streamline order processing, manage inventory levels, and improve customer communication. Combine the benefits of both with Integrately’s Act! 365 + Katana Cloud Manufacturing integration.
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Act! 365 + Katana Cloud Manufacturing Integration

Create Katana Cloud Manufacturing customer for new Act! 365 contact

Creating a new Katana Cloud Manufacturing customer for every new Act! 365 contact is a great way to keep your databases in sync. This way, you can be sure that your customers' information is accurate and up to date, and that you're able to track their purchase history.

Additionally, this Act! 365 - Katana Cloud Manufacturing integration can help you to better understand your customers' needs and preferences, and to target your marketing efforts more effectively. By keeping your Katana Cloud Manufacturing and Act! 365 systems in sync, you can provide a better experience for your customers and thereby improve your business's bottom line.
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Create Your Own Act! 365 & Katana Cloud Manufacturing Integration Without Any Code

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Act! 365 + Katana Cloud Manufacturing Integration
1.
  • Act! 365
    New contact is created in Act! 365

    Triggers the automation whenever a new contact is added

  • Katana Cloud Manufacturing
    Sales order is marked as packed in Katana Cloud Manufacturing

    Triggers the automation whenever a sales order is marked as packed

    Instant
  • Katana Cloud Manufacturing
    Sales order is marked as delivered in Katana Cloud Manufacturing

    Triggers the automation whenever a sales order is marked as delivered

    Instant
2.
  • Act! 365
    Create contact in Act! 365

    Automatically adds a new contact to the database

  • Katana Cloud Manufacturing
    Create Sales Order in Katana Cloud Manufacturing

    Automatically generates a new sales order with pre-filled details

  • Katana Cloud Manufacturing
    Search sales order in Katana Cloud Manufacturing

    Automatically searches for a sales order with

  • Katana Cloud Manufacturing
    Update sales order in Katana Cloud Manufacturing

    Automatically updates sales orders with the latest information

  • Katana Cloud Manufacturing
    Search variant in Katana Cloud Manufacturing

    Automatically searches for a variant

  • Katana Cloud Manufacturing
    Add product to existing sales order in Katana Cloud Manufacturing

    Automatically adds a new product to an existing sales order

  • Katana Cloud Manufacturing
    Create variant in Katana Cloud Manufacturing

    Automatically creates a new product variant

  • Katana Cloud Manufacturing
    Create tax rate in Katana Cloud Manufacturing

    Automatically creates a new tax rate

  • Katana Cloud Manufacturing
    Create Customer in Katana Cloud Manufacturing

    Automatically adds a new customer to the database

  • Katana Cloud Manufacturing
    Search Customer in Katana Cloud Manufacturing

    Automatically locate and retrieve customer information

  • Katana Cloud Manufacturing
    Create product in Katana Cloud Manufacturing

    Automatically generates and launch new products

  • Katana Cloud Manufacturing
    Search product in Katana Cloud Manufacturing

    Automatically searches for a product

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Integrate Act! 365 & Katana Cloud Manufacturing In 1 Click
And Save Time & Money Both

Integrately is the only automation solution you will ever need. With 1200+ apps and 20 million+ ready 1-click automations, Integrately can automate almost any task from your workflow. Plus, our AI automation builder and 24/5 live chat support make it easy to get started. To top it off, you get a free forever plan. Sign up for Integrately now & start automating!

Want to automate something else in your workflow?

You Can Also Connect Act! 365 or Katana Cloud Manufacturing With 1200+ Other Apps

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Act! 365 is a powerful sales and marketing software that is available in the cloud. It helps you take care of everything from managing contacts to tracking deals using your smartphone.

See Act! 365 Integrations
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Katana enables you to see the complete picture of your business. Using data collected from your apps and services, it builds a comprehensive dashboard that gives you a live look at every aspect of your business.

See Katana Cloud Manufacturing Integrations

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