INTEGRATION TO

Katana

Katana integration with Cloudify lets you manage your inventory to meet the demands, fund flow, and control repayments. With this integration, you get a complete hold on your manufacturing business like managing sales orders, getting insights on the inventory, controlling your raw materials and products, tracking floor-level operations, tracking shipping, batches and expiry dates, and more.

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Supported Integration

Custom Apps

With CRM systems

Integrate Katana with your CRM systems like HubSpot and Pipedrive and sync your sales and manufacturing by automating sales imports from the CRM app.

How does it work?

When your order is shipped or delivered in Katana, the status gets updated in the CRM and accounting system. The status is then sent to th-e customer.

Customers

Once the deal is created in the CRM app, the customer data is also synced with Katana automatically that includes shipping address and other details.

Products

The related product information is imported to keep the sales and manufacturing in sync.

Orders

The deals from the CRM will be synced as sales orders in Katana.

Shipments

Import sales order to Katana to automate shipping management flow, print labels, track orders, and update statuses.

With marketing systems

Integrate Katana and your in- and/or outbound marketing system to create several workflows from adding customer details to the subscription list to managing contacts.

How does it work?

When the order is shipped or delivered in Katana, then the status gets updated in the marketing apps like Activecampaign or MailChimp and an automated response is sent to the customer regarding the update. The customer details are further synced into the marketing app’s mailing list for future campaigns.

Orders

When an order is shipped or delivered in Katana, the details are updated in the marketing app where targeted email campaigns are set up.

Customers

When any lead is generated in the marketing app, the customer information is also updated in Katana and a sales order is created.

With Payment systems

Integrate Katana with payment apps like PayPal and Stripe that ensure managing the shipping and selling of products.

How does it work?

Once the payment is done for the order, automatically the order is created in Katana to be shipped or delivered. Customer: When a customer makes a payment for the order, the customer details like complete shipping address, phone number, etc., are updated in Katana for shipping.

Orders

When a customer makes a payment for the order, the status is updated in Katana for further order processing.

With Webshops

Integrate Katana with ecommerce or webshops to automatically manage your inventory and sales orders. You get to manage your orders, products, inventory and manufacturing with this integration.

How does it work?

When an order is placed on the webshop they get automatically transferred to the Katana app and a new sales order is created for it and the inventory is managed.

Customers

All the customer details like shipping address, billing, contact details, etc. are synced to Katana.

Products

Finished products listing is managed and monitored to fulfill the webshop sales orders on time.

Inventory

The inventory is synced between the webshop and Katana to ensure that optimal stock quantity is maintained.

Sales Orders

All webshop sales orders will get instantly imported in Katana for order fulfillment.

With accounting

Integrate Katana with an accounting system to automate the order management process and invoicing.

How does it work?

When an order is placed on the webshop they get automatically transferred to the Katana app and a new sales order is created for it and the inventory is managed.

Customers

All the customer details like shipping address, billing, contact details, etc. are synced to Katana.

Products

Finished products listing is managed and monitored to fulfill the webshop sales orders on time.

Inventory

The inventory is synced between the webshop and Katana to ensure that optimal stock quantity is maintained.

BENEFITS

Benefits of Integrating Katana with Cloudify

Streamlined Production Management

Integrating Katana with other tools enables real-time tracking of production processes, ensuring smooth workflows, reduced delays, and improved operational efficiency.

Centralized Inventory Control

Katana integration allows for automatic syncing of stock levels across multiple sales channels, helping businesses avoid overstocking or stockouts and manage raw materials effectively.

Real-Time Order Fulfillment

By connecting Katana with e-commerce and order management systems, businesses can prioritize and fulfill orders faster, ensuring timely delivery and enhanced customer satisfaction.

Accurate Cost Tracking

Integration with accounting tools provides detailed insights into production costs, helping manufacturers monitor expenses, optimize budgets, and maintain profitability.

Enhanced Production Planning

Syncing Katana with sales platforms ensures that production schedules align with order demand, enabling manufacturers to adapt quickly to changes and avoid production bottlenecks.

Comprehensive Business Insights

Katana integration with reporting and analytics tools delivers a holistic view of production, sales, and inventory data, enabling smarter, data-driven decisions to drive business growth.