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Katana - Create PDF, Word, Excel Documents
Katana connects with Documentero to turn your manufacturing and inventory data into professional documents. When new orders, products, or suppliers are added in Katana, Documentero can automatically generate invoices, reports, or stock sheets in PDF, DOCX, or XLSX formats. This integration helps eCommerce businesses keep their paperwork accurate and ready without manual updates.
Katana
Documentero
Triggers
Watch Batch Stocks — Triggers when a new batch stock is created.
Watch Customers — Triggers when a new customer is created.
Watch Materials — Triggers when a new material is created.
Watch Products — Triggers when a new product is created.
Watch Suppliers — Triggers when a new supplier is created.
Watch Tax Rates — Triggers when a new tax rate is created.
Watch Variants — Triggers when a new variant is created.
Watch Updated Availability — Watch for updated availability.
Watch Deleted Order — Watch for a deleted order.
Watch Delivered Order — Watch for a delivered order.
Watch New Order — Watch for a new order.
Watch Packed Order — Watch for a packed order.
Actions
Create Document - Generate Word, Excel or PDF Document based on data from Katana using Document Template
Create Document and Send as Email Attachment - Generate Word, Excel or PDF Document based on data from Katana using Document Template and sends it to the specified email as an attachment.
Use Cases
Automatically generate PDF invoices from Katana orders with Documentero
Create manufacturing batch reports from Katana data in XLSX format
Export customer records from Katana to DOCX templates
Build supplier contracts from Katana supplier entries using Documentero
Generate tax rate summaries from Katana into PDF files
Produce product catalogs from Katana product data with Documentero
Create order delivery notes when Katana marks an order as delivered
Export inventory availability updates from Katana into Excel reports
Generate material usage sheets from Katana materials in DOCX format
Create packed order summaries from Katana in PDF using Documentero
How you can use Katana + Documentero
Generate Order Invoices
Create a PDF invoice in Documentero whenever a new order is added in Katana.
Customer Onboarding Documents
Automatically generate a welcome pack in DOCX when a new customer is created in Katana.
Supplier Agreements
Produce a supplier contract template in Documentero whenever a new supplier is added in Katana.
Batch Stock Reports
Generate a stock report in XLSX format each time a new batch stock is created in Katana.
Updated Order Summaries
Create a revised order summary document whenever an order is updated in Katana.
Setup Guides
Zapier Tutorial: Integrate Katana with Documentero
- Create a new Zap in Zapier.
- Add Katana to the zap and choose one of the triggers (Watch Batch Stocks, Watch Customers, Watch Materials). Connect your account and configure the trigger.
- Sign up to Documentero (or sign in). In Account Settings, copy your API key and create your first document template.
- In Zapier: Add Documentero as the next step and connect it using your API key.
- In your zap, configure Documentero by selecting the Generate Document action, picking your template, and mapping fields from the Katana trigger.
- Test your zap and turn it on.
Make Tutorial: Integrate Katana with Documentero
- Create a new scenario in Make.
- Add Katana to the scenario and choose one of the triggers (Watch Batch Stocks, Watch Customers, Watch Materials). Connect your account and configure the trigger.
- Sign up to Documentero (or sign in). In Account Settings, copy your API key and create your first document template.
- In Make: Add Documentero as the next step and connect it using your API key.
- In your scenario, configure Documentero by selecting the Generate Document action, picking your template, and mapping fields from the Katana trigger.
- Run or schedule your scenario and verify the output.
