Capsule CRM + Katana Cloud Manufacturing Integration

Automatically generates a new person

Automatically retrieves information about a person

Automatically creates a new instance of the support system

Automatically searches for a opportunity

Automatically creates a new task

Automatically adds a note to a entity

Automatically generates a new invoice

Automatically finds and retrieves information about a organization

Automatically searches for a person or organisation

Automatically assigns a tag to a designated entity

Automatically generates a new case entry

Automatically searches for a case record

Automatically searches for a milestone

Automatically generates a new sales order with pre-filled details

Automatically searches for a sales order with

Automatically updates sales orders with the latest information

Automatically searches for a variant

Automatically adds a new product to an existing sales order

Automatically creates a new product variant

Automatically creates a new tax rate

Automatically adds a new customer to the database

Automatically locate and retrieve customer information

Automatically generates and launch new products

Automatically searches for a product