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Basics of Zap creation

Zaps can only be created within Zapier, not in Katana

Written by David Lorbiecke

Zaps are automated workflows built in Zapier. They cannot be created inside Katana — you must set them up directly in your Zapier account.


How Zap creation works in Zapier

  1. Log in to your Zapier account.

  2. Choose a trigger app and event (the action that starts the workflow).

  3. Select Katana as the action app.

  4. Configure the action (e.g., create a sales order or customer in Katana).

  5. Test and turn on the Zap.

You can also use pre-made templates in Zapier for the most popular Zaps.


What you can do with Katana Zaps

With Zapier, you can:

  • Import sales orders into Katana from other apps.

  • Import customers into Katana from other apps.


Example tutorials

Here are some common workflows for importing sales orders to Katana:


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