An automated workflow using integromat
Connects Magento 2 + Katana MRP + Google Sheets
This automation scenario allows you to connect Magento 2, Katana MRP, and Google Sheets.
It can be build using Integromat, a no-code workflow automation tool. Integromat allows you to create automated bots using a simple drag-and-drop interface for non-technical users. This is a ready-made scenario, but it can be customized by adding more apps, actions, filters or branches.
Categories
When this trigger fires in Magento 2
Triggers when a new order is created.
Then these actions happen in Google Sheets and Google Sheets
Creates a sales order.
Appends a new row to the bottom of the table.
This guide contains information on how to set up an automatic workflow that allows to Create Katana sales orders from new orders in Magento and save in Google Sheets.
Part I
First, we need to connect Magento 2, Katana MRP and Google Sheets to Make.com.
Create Make.com account.
Create Make.com account if you don't have one.
Connect Magento 2 to Make.com.
Give Make.com access to your Magento 2 account, using Magento 2 credentials.
Connect Katana MRP to Make.com.
Give Make.com access to your Katana MRP account, using Katana MRP credentials.
Connect Google Sheets to Make.com.
Give Make.com access to your Google Sheets account, using Google Sheets credentials.
Part II
Next, we need to create a workflow automation scenario using graphical no-code web interface of Make.com.
Set up a Trigger action for Magento 2
Choose the following trigger: Watch orders (Triggers when a new order is created.).
Then set up an Action for Katana MRP
Choose this action: Create a Sales Order (Creates a sales order.).
Then set up another Action for Google Sheets
Choose this action: Add a Row (Appends a new row to the bottom of the table.).
Part III
Finally, we need to test this automation and publish it.
Customize data flow
Configure the data that is exchanged between Magento 2, Katana MRP and Google Sheets.
Test the workflow and turn it on for production use
Test your scenario and publish to production. Now you have an automatic workflow, that will Create Katana sales orders from new orders in Magento and save in Google Sheets!
Triggers when a new row is added to the bottom of a spreadsheet.
Triggered when a new row is added or modified in a spreadsheet.
Triggers when a new row is added.
Triggers when a new row is added to the bottom of a Google Team Drive spreadsheet.
Triggered when a new row is added or modified in a spreadsheet - works best with Team Drives.
Triggers when a new spreadsheet is created.
Creates a new sales order.
Creates a customer.
Creates a sales order.
Gets a sales order.
Updates a sales order.
Find a customer by name, email, or phone number
Online spreadsheets for personal use and collaboration, part of Google Drive
Google Sheets is a powerful and flexible web and mobile spreadsheet application that lets you collaborate and share your data with others. Create and edit spreadsheets on-the-go, all in real-time.
Make.com (Integromat) is a powerful automation tool that enables users to connect their favorite apps, services, and devices without any coding skills. With its unique features, users can automate even complex integrations easily and efficiently, saving time and effort. Integromat allows to connect apps and automate processes in a few clicks.