Use the editor to build and view your Zaps

With Zapier’s editor, you can see your entire workflow displayed like a flow diagram. Whether you want to build complex Zaps or collaborate with a teammate to build them, with all steps shown in a single view, you can easily understand what’s happening within your Zaps. 

 

Editor controls

When you create a Zap, you’ll see several controls within the Visual Editor:

Bottom left controls

  • Zoom in : allows you to focus your view on a specific part of the canvas.
  • Zoom out : allows you to pull back your view to see more of the canvas.
  • Fit to view : adjusts your view to surround the entire Zap.
  • Export to image : downloads a .PNG image of your Zap to your desktop.

Top menu controls

On the left side of the top menu:

  • Zapier Logo: when you hover over it, you’ll see a back arrow . sends you to the Zap folder that the Zap is located in.
    • If you’re in Edit mode, it returns you to Publish mode.
    • If you’re in Publish mode, it sends you to the Zap folder that the Zap is located in.
  • Toggle switch: allows you to turn the Zap on and off.
  • Zap name: allows you to rename your Zap.
  • Draft or version info
    • When you’re editing your Zap, it shows which version is currently published, the date it was published, and who created the version.
    • After you publish your Zap, it shows which version you’re currently viewing, when it was published, and who created the version.

On the right side of the top menu:

  • Share: allows you to share your Zap with other members of your Team or Company account.
  • Edit Zap or publish button:
    • When you’re editing your Zap, publishes the Zap.
    • When your Zap is published, creates a draft in edit mode.
  • Settings icon :

Left sidebar controls

  • Linked assets : displays all Tables and Interfaces used in your Zap.
  • Zap details : allows you to configure the folder the Zap belongs to, the Zap timezone, and create a Zap template.
  • Notes : displays the Zap note and any step notes you created.
  • Zap runs : displays recent Zap runs.
  • Zap status : only appears when you edit your Zap. Shows any issues with your Zap.
  • Advanced settings : allows you to configure advanced settings like autoreplay override and polling interval.
  • Versions : shows all versions of the Zap.
  • Help: links to the Zapier Community and Zapier Help Center.
  • Change history : view and filter a log of any of the following activity in your Zap for a given time period:
    • Turned on or off.
    • Created.
    • Change in zap ownership.
    • New published versions.

Right sidebar controls

This is where you set up and view the trigger and action steps in your workflow. It only appears while editing your Zap and once you select a trigger or action step:

After a Zap is published:

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