Sign inGet started
Docs
Get started

Automate tasks across SOS Inventory with Katana

Trigger
Action

Businesses automate real work through MindCloud every day.

Automate your first task

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

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

How Cirra automates work

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

Connect your SOS Inventory 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 78 actions between SOS Inventory and Katana.
Can’t find an action you need? Let us know.

Create TransferCreate transfer in SOS Inventory.Get TransferRun a get transfer action in SOS Inventory.Update TransferUpdate transfer in SOS Inventory.Create CustomerCreate customer in SOS Inventory.Get CustomerRun a get customer action in SOS Inventory.List CustomersRun a list customers action in SOS Inventory.Update CustomerUpdate customer in SOS Inventory.Create EstimateCreate estimate in SOS Inventory.Get EstimateRun a get estimate action in SOS Inventory.List EstimatesRun a list estimates action in SOS Inventory.Update EstimateUpdate estimate in SOS Inventory.List Item ReceiptsRun a list item receipts action in SOS Inventory.List TransfersRun a list transfers action in SOS Inventory.Create InvoiceCreate invoice in SOS Inventory.Get InvoiceRun a get invoice action in SOS Inventory.

Frequently asked questions

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

MindCloud connects SOS Inventory 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.