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Automate tasks across MethodCRM with Katana

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Action

Businesses automate real work through MindCloud every day.

Automate your first task

Use MindCloud Cirra to make MethodCRM and Katana talk.
Here are some common ways to automate work between them.

Send a Katana notification when MethodCRM receives a high-priority item.Try now
Create a Katana follow-up from new qualified activity in MethodCRM.Try now
Copy new customer details from MethodCRM into Katana.Try now
Update the matching Katana item when a MethodCRM status changes.Try now
Start a review in Katana when MethodCRM flags an exception.Try now
Summarize new MethodCRM activity and save it in Katana.Try now

How Cirra automates work

MindCloud Cirra gives your workplace superpowers.
Use her to powerhouse through your MethodCRM and Katana work.

Connect your MethodCRM and Katana. The first step is to give Cirra access to your applications.

Teach Cirra to work between them. Simply explain what you want done between them and how you use them.

Automate that work. All your apps will talk to each other and work together. No technical knowledge needed.

Every action you need

Access 59 actions between MethodCRM and Katana.
Can’t find an action you need? Let us know.

Delete RecordDelete record in MethodCRM.Download FileRun a download file action in MethodCRM.Get Files ListRun a get files list action in MethodCRM.Query RecordsRun a query records action in MethodCRM.Update RecordUpdate record in MethodCRM.Upload FileRun an upload file action in MethodCRM.List Products on OrderGet the productsCount ContactsRun a count contacts action in MethodCRM.Create ContactCreate contact in MethodCRM.Get ContactRun a get contact action in MethodCRM.List ContactsRun a list contacts action in MethodCRM.Sync ContactRun a sync contact action in MethodCRM.Count Customer LeadsRun a count customer leads action in MethodCRM.Count CustomersRun a count customers action in MethodCRM.Get CustomerRun a get customer action in MethodCRM.

Frequently asked questions

New to MindCloud? We've got you. Here are some answers to common questions about how MindCloud works with MethodCRM and Katana.

MindCloud connects MethodCRM and Katana so teams can automate handoffs, updates, alerts, and record changes without building one-off scripts.

Connect all of your apps, not just some of them.

You can't automate business processes end-to-end if you can only connect to half of them.

Request an inviteJoin the early access list for the app network built to cover the workflows your business actually runs.Talk to an expertWork with a MindCloud specialist to map the systems, actions, and automations your team needs next.Get updatesFollow new app coverage, product launches, and practical integration notes from the MindCloud team.