Automate order creation directly from customer emails with LevelOps
Convert B2B order emails into Katana sales orders instantly. LevelOps extracts product details, quantities, and customer information — eliminating manual data entry and accelerating your order-to-fulfillment workflow.
Integration
LevelOps
Website
Category
Automation
Type
Third-party
Documentation
Convert purchase order emails into ready-to-review sales orders
B2B orders often arrive via email — purchase orders, reorder requests, customer inquiries. Manually transcribing these into Katana is time-consuming and error-prone. LevelOps automatically converts order emails into draft sales orders, extracting product names, quantities, and customer details in seconds.
Simply forward customer emails to your dedicated LevelOps address, and orders appear in Katana ready for review and fulfillment.
How does it work
- Simple email forwarding — Forward customer order emails to your unique LevelOps processing address, or share it directly with customers.
- Intelligent parsing — LevelOps extracts product names, quantities, and customer information from email content.
- Instant order creation — Draft sales orders appear in Katana immediately, reducing processing time from minutes to seconds.
- Smart customer matching — The system links orders to existing customers in your Katana database automatically.
- Error notifications — Receive email alerts if any issues occur during processing.
How to get started
- Create your account — Sign up at levelops.co with your email and basic details.
- Connect to Katana — Authorize the connection from the LevelOps dashboard using your Katana credentials.
- Start forwarding orders — Use your dedicated email address to process customer orders instantly.
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