Katana + Stripe

Create sales orders in Katana for new invoices in Stripe

Streamline your sales process with this workflow. Whenever a new invoice is created in Stripe, a corresponding sales order is instantly created in Katana. This seamless connection eliminates the need for manual data entry and improves the efficiency of your sales pipeline. An ideal solution for businesses seeking to maximize their time and resources.

When this happens...
New Invoice
Triggers on a new invoice. You can filter based on the invoice's status. (supports line items)
TriggerScheduled
automatically do this!
Create Sales Order
Creates a new sales order.
ActionWrite

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Supported triggers and actions

Canceled Subscription
Triggers when a subscription is canceled (by a subscriber or due to end of billing period).
Trigger
Instant
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Failed Payment
Triggers when a payment attempt fails.
Trigger
Instant
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- Ignore payments intentsRequired
Trigger
Instant
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New Dispute
Triggers when a customer disputes a charge.
Trigger
Instant
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- Event Types
Trigger
Scheduled
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- Status
- Collection Method
- Customer ID
- Subscription ID
Trigger
Scheduled
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- Products
Trigger
Scheduled
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Updated Subscription
Triggers when a customer subscription has changed.
Trigger
Instant
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- Warning
- Payment IDRequired
- Payment Method ID
- Receipt Email
- Error on Requires Action?
- Shipping - Name
- Shipping Address - Line 1
- Shipping Address - Line 2
- Shipping Address - Postal Code
- Shipping Address - City
- Shipping Address - State
- Shipping Address - Country
- Shipping - Carrier
- Shipping - Phone
- Shipping - Tracking Number
Action
Write
- Customer ID
- Description
- Quantity
- Unit Price
- Amount
- Include Tax In Price?
- Item Taxes
- Is Discountable?
- Item Coupons
- Supply Date - Start
- Supply Date - End
- Invoice Item Currency
- Price ID
- Invoice Item Subscription ID
- Tax Code
- Shipping Rate
- Invoice Coupons
- Default Tax Rates
- Payment Collection
- Due Date
- Days Until Due
- Turn On Automatic Collection?
- Default Payment Method
- Memo
- Footer
- Custom Fields
- Tax IDs
- PDF Page Size
- Shipping Details Instructions
- Shipping Details - Name
- Shipping Details - Phone
- Shipping Details - Address Line 1
- Shipping Details - Address Line 2
- Shipping Details - City
- Shipping Details - State
- Shipping Details - Postal Code
- Shipping Details - Country
- Subscription ID
- Automatic Tax Enabled?
- Invoice Currency
- Effective At
- Payment Method Types
- Rendering - Amount Tax Display
- Statement Descriptor
- Pending Invoice Items Behavior
- Invoice Metadata
- Help Text For Finalizing Sending Charging
- Finalize Invoice?
- Send Invoice for Manual Payment?
- Pay Invoice?
- Pay Invoice - Forgive
- Pay Invoice - Off-Session
- Pay Invoice - Paid Out of Band
Action
Write
- PriceRequired
- QuantityRequired
- Minimum adjustable quantity
- Maximum adjustable quantity
- Collect Tax Automatically?
- Allow Promotion Codes?
- Maximum number of times the link can be used
- Collect Customers' Addresses?
- Require customers to provide a phone number?
- Require customers to accept terms of service agreement?
- Confirmation Page
- Metadata
- Payment Method Types
Action
Write
- NameRequired
- Description
- Image
- Tax Code
- Metadata
Action
Write
- Payment LinkRequired
Action
Write
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- Stripe Charge IDRequired
Action
Search
- Invoice IDRequired
Action
Search
- Customer IDRequired
- Price ID
- Status
Action
Search
- 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

Checkout Session Completed
Triggers when a checkout session is completed.
Trigger
Instant
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Invoice Payment Failed
Triggers when an invoice payment fails.
Trigger
Instant
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New Customer
Triggers when a new customer is added.
Trigger
Instant
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New Subscription
Triggers when a customer is signed up for a new plan.
Trigger
Instant
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New Invoice Item
Triggers when a new invoice item is created.
Trigger
Scheduled
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New Payment
Triggers when a new payment is completed.
Trigger
Instant
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New Refund
Triggers when a charge is refunded, including partial refunds.
Trigger
Scheduled
Try It
- Subscription IDRequired
Action
Write
- Name
- Email
- Description
- Billing - Address Line 1
- Billing - Address Line 2
- Billing - City
- Billing - State
- Billing - ZIP
- Billing - Country
- Billing - Phone
- Shipping - Name
- Shipping - Address Line 1
- Shipping - Address Line 2
- Shipping - City
- Shipping - State
- Shipping - ZIP
- Shipping - Country
- Shipping - Phone
- Language
- Invoice prefix
- Next Invoice Sequence
- Tax Status
- Credit Balance
- Metadata
Action
Write
- Warning
- AmountRequired
- CurrencyRequired
- Customer ID
- Payment Method ID
- Confirm Payment Immediately?
- Error on Requires Action?
- Off Session?
- Payment Description
- Receipt Email
- Shipping - Name
- Shipping Address - Line 1
- Shipping Address - Line 2
- Shipping Address - Postal Code
- Shipping Address - City
- Shipping Address - State
- Shipping Address - Country
- Shipping - Carrier
- Shipping - Phone
- Shipping - Tracking Number
- Statement Descriptor
- Statement Descriptor Suffix
- Metadata
- Capture Method
Action
Write
- ProductRequired
- Price (in minor units, e.g. cents)Required
- CurrencyRequired
- Recurring or One time?
- Tax Behavior
Action
Write
- Customer IDRequired
- ItemsRequired
- Collection MethodRequired
- Coupon ID
- Cancel at period end?
- Metadata
Action
Write
- Customer IDRequired
- Name
- Email
- Description
- Billing - Address Line 1
- Billing - Address Line 2
- Billing - City
- Billing - State
- Billing - ZIP
- Billing - Country
- Billing - Phone
- Shipping - Name
- Shipping - Address Line 1
- Shipping - Address Line 2
- Shipping - City
- Shipping - State
- Shipping - ZIP
- Shipping - Country
- Shipping - Phone
- Language
- Invoice prefix
- Next Invoice Sequence
- Tax Status
- Credit Balance
- Metadata
Action
Write
Find Account Balance
Finds the account balance for your stripe account
Action
Search
- Find by
- QueryRequired
Action
Search
- Payment Intent IDRequired
Action
Search
- 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 Stripe

Stripe is a developer-friendly way to accept payments online and in mobile apps. Stripe's suite of APIs powers commerce for thousands of companies of all sizes, processing billions of dollars for businesses each year.

Learn more

Related categories

Payment Processing

Katana + Stripe

Create sales orders in Katana for new invoices in Stripe

Canceled Subscription

Failed Payment

New Charge

New Dispute

New Event

New Invoice

New Payment Link

Updated Subscription

Confirm Payment

Create Invoice

Create Payment Link

Create Product

Deactivate Payment Link

API Request (Beta)

Find Charge

Find Invoice

Find Subscription

Create Sales Order

Find or Create Customer

Checkout Session Completed

Invoice Payment Failed

New Customer

New Subscription

New Invoice Item

New Payment

New Refund

Cancel Subscription

Create Customer

Create Payment

Create Price

Create Subscription

Update Customer

Find Account Balance

Find Customer

Find Payment

Create Customer

Find Customer

About Katana

Related categories

About Stripe

Related categories