Katana + Streak

Create new Katana customers from updated Streak contacts

Effortlessly keep your customer information up-to-date between Streak and Katana with this seamless workflow. When a contact is updated in Streak, a new customer will be created in Katana, ensuring accurate data across both platforms. This automation saves you time by streamlining your customer management process, letting you focus on growing your business.

When this happens...
Updated Contact
Triggered when a contact is updated.
TriggerInstant
automatically do this!
Create Customer
Creates a customer.
ActionWrite

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Supported triggers and actions

- PipelineRequired
Trigger
Instant
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- Stage
- Field
- PipelineRequired
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Instant
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- PipelineRequired
Trigger
Instant
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- PipelineRequired
Trigger
Instant
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- PipelineRequired
Trigger
Instant
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- PipelineRequired
Trigger
Instant
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- Box KeyRequired
- Organization NameRequired
- Website(s)Required
- Industry
- Phone Number(s)
- Address(es)
- Employee Count
- Logo URL
- Twitter Handle
- Facebook Handle
- LinkedIn Handle
Action
Write

- Box Name or KeyRequired
- Pipeline
- MessageRequired
Action
Write
- Box Name or KeyRequired
- Pipeline
- Name
- Note
- Assigned To
- Gmail Thread Id
- Create Tag and Dropdown Options
Action
Write
- File KeyRequired
Action
Write
- Pipeline
- Box Name or KeysRequired
- Box Names or KeysRequired
Action
Write
- Contact KeyRequired
- First Name
- Last Name
- Email Address(es)
- Title
- Twitter
- Facebook
- LinkedIn
- Photo (Url)
- Phone Numbers
- Address(es)
- Other
Action
Write
- Exact Search
- Search Query
- Pipelines
Action
Search
- Organization or Box Key
- Search Query
- Team
Action
Search
- Pipelines
- Search Query
- NameRequired
- PipelineRequired
- Assigned To
- Notes
- GmailThreadID
Action
Search or write
- Customer IDRequired
- Customer Reference
- Order NumberRequired
- Location
- Created DateRequired
- Delivery Date
- Variant SkuRequired
- QuantityRequired
- Price Per UnitRequired
- Tax Rate IdRequired
- Additional Info
Action
Write
- Search ByRequired
- Search TermRequired
- NameRequired
- E-mail address
- Phone number
- Comment
Action
Search or write

- Stage
- PipelineRequired
Trigger
Instant
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- PipelineRequired
Trigger
Instant
Try It
- Team KeyRequired
Trigger
Instant
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- TeamRequired
Trigger
Instant
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- PipelineRequired
Trigger
Instant
Try It
- Box KeyRequired
- Contact EmailRequired
- Contact First Name
- Title
- Contact Last Name
- Phone Number(s)
- Twitter
- Facebook
- LinkedIn
- Address
- Contact Notes
Action
Write
- PipelineRequired
- NameRequired
- Assigned To
- Notes
- GmailThreadID
- Create Tag and Dropdown Options
Action
Write
- Box Name or KeyRequired
- Pipeline
- TextRequired
- Due Date
- Assign To
Action
Write
- Assign To
- Box Key
- Task Text
- Task Key
- Completed
- Due Date
Action
Write
- Thread KeyRequired
Action
Write
- Box KeyRequired
- Meeting TypeRequired
- Start TimeRequired
- End Time
- Notes
Action
Write
- Api Docs Info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- Contact or Box Key
- Search Query
- Teams
Action
Search
- Exact Search
- Search Query
- Pipelines
- PipelineRequired
- NameRequired
- Assigned To
- Notes
- GmailThreadID
Action
Search or write
- NameRequired
- E-mail address
- Phone number
- Comment
Action
Write
- Search ByRequired
- Search TermRequired
Action
Search

About Katana

Katana gives thousands of manufacturers a live look at their business. Manage all the moving parts of your business and unite the apps and services you use in one visual platform.

Learn more

Related categories

eCommerce

About Streak

Streak is a flexible CRM and process management system that lives inside your Gmail inbox.

Learn more

Related categories

CRM (Customer Relationship Management)

Katana + Streak

Create new Katana customers from updated Streak contacts

Box Change Pipeline

Updated Box

New Comment

New Box

Task Complete

Task Due

Add Organization to Box

Create Comment

Edit Box

Get File by File Key

Link Boxes

Update Contact

Find a Box

Find an Organization

Find or Create Box

Create Sales Order

Find or Create Customer

Box Change Stage

Box Email Received Count Change

Updated Contact

New Contact

New Task

Add Contact to Box

Create New Box

Create Task

Edit Task

Get Full Thread by Key

Create Meeting / Call Log

API Request (Beta)

Find a Contact

Find or Create Box

Create Customer

Find Customer

About Katana

Related categories

About Streak

Related categories

Similar apps

Google Contacts

Zoho CRM

Insightly