An automated workflow using integromat

Connects Magento 2 + Katana MRP + Google Sheets

Create Katana sales orders from new orders in Magento and save in Google Sheets

About this workflow template

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.

Diagram

Create Katana sales orders from new orders in Magento and save in Google Sheets
Workflow diagram: Magento 2 + Katana MRP + Google Sheets integration

How it works?

When this trigger fires in Magento 2

M

Watch orders in Magento 2

Triggers when a new order is created.

Then these actions happen in Google Sheets and Google Sheets

Katana MRP

Create a Sales Order in Katana MRP

Creates a sales order.

Google Sheets

Add a Row in Google Sheets

Appends a new row to the bottom of the table.

How to set up this workflow

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

Configure Applications

First, we need to connect Magento 2, Katana MRP and Google Sheets to Make.com.

  • Create Make.com account.

    Create Make.com account.

    Create Make.com account if you don't have one.

  • Connect Magento 2 to Make.com.

    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.

    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.

    Connect Google Sheets to Make.com.

    Give Make.com access to your Google Sheets account, using Google Sheets credentials.

Part II

Build an integration workflow

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

    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

    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

    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

Test and Publish

Finally, we need to test this automation and publish it.

  • Customize data flow

    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 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!

Supported triggers and actions

  • Google Sheets

    New spreadsheet row

    Triggers when a new row is added to the bottom of a spreadsheet.

    zapier
    triggerbyzapier
  • Google Sheets

    New or updated spreadsheet row

    Triggered when a new row is added or modified in a spreadsheet.

    zapierpabbly-connect
    triggerbyzapierpabbly-connect
  • Google Sheets

    Watch new rows

    Triggers when a new row is added.

    integromat
    triggerbyintegromat
  • Google Sheets

    New spreadsheet row (team drive)

    Triggers when a new row is added to the bottom of a Google Team Drive spreadsheet.

    zapier
    triggerbyzapier
  • Google Sheets

    New or updated spreadsheet row (team drive)

    Triggered when a new row is added or modified in a spreadsheet - works best with Team Drives.

    zapier
    triggerbyzapier
  • Google Sheets

    New spreadsheet

    Triggers when a new spreadsheet is created.

    zapierautomateio
    triggerbyzapierautomateio
  • Katana MRP

    Create sales order

    Creates a new sales order.

    zapier
    actionbyzapier
  • Katana MRP

    Create customer

    Creates a customer.

    zapier
    actionbyzapier
  • Katana MRP

    Create a sales order

    Creates a sales order.

    integromat
    actionbyintegromat
  • Katana MRP

    Get a sales order

    Gets a sales order.

    integromat
    actionbyintegromat
  • Katana MRP

    Update a sales order

    Updates a sales order.

    integromat
    actionbyintegromat
  • Katana MRP

    Find customer

    Find a customer by name, email, or phone number

    zapier
    actionbyzapier

Apps you need

Magento 2

Ecommerce

Magento 2 is an R&D project facilitating the improvement of core Magento ecommerce products.

Google Sheets

Google Sheets

Spreadsheets

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

Make.com

Automation Platforms

Integromat now Make! A workflow automation service.

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.