Katana Customer Ref # sync to QBO Invoice

Create QuickBooks invoices from Clockify time entries

This template helps you bill invoices from Clockify time sheets. Make will automatically create an invoice for each time entry.

Mark the sales order as delivered in Katana when order is shipped in Etsy

Bring your Etsy integration to the next level! Sync the order fulfillment status from Etsy to Katana. When receipt gets marked as shipped in Etsy, the sales order status will be changed to "Delivered" in Katana.

Create Katana sales orders from new orders in Wix

When a new order is created in Wix, a new sales order is created in Katana. If a matching customer, tax rate, or product is not found from Katana, a new one is created.

Mark the receipt as shipped in Etsy when sales order is delivered in Katana

Bring your Etsy integration to the next level! Sync the order fulfillment status from Katana back to Etsy. When sales order delivery status gets changed to "Delivered" in Katana, the receipt will be marked as shipped in Etsy.

Instantly send new invoices in QuickBooks to Slack

When a new invoice is sent in QuickBooks, the invoice will also be downloaded and sent via Slack. Please note, if you want to watch for other object types like Sales receipts, you can change this in the filter between the QuickBooks modules by replacing the word 'Invoice' with the object you want.

Create Katana sales orders from new orders in Squarespace

When a new order is created in Squarespace, a new sales order is created in Katana. If a matching customer or product is not found from Katana, a new one is created.

Create a new alert in Opsgenie from new Twilio message

When a message is received in Twilio, a new alert is created in Opsgenie.

Export Dext clients to Airtable

Use this template to automatically export your Dext clients to Airtable. The template expects your Airtable table to have the following columns: 1) Client ID 2) Name 3) Practice code 4) Provider ID 5) Health score 6) Alert level The template is scheduled to run every day at 10:00 AM. You can change the schedule after you set up the template by clicking the clock icon on the first module.