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. 

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

Top menu controls

On the left side of the top menu

• Home icon : click to return to the Zapier home page.
• Automation products icon : links to other products on the Zapier automation platform.
• Zaps button: click to return to the default Zaps folder.

In the sub-menu:

• Search bar: allows you to search for a value that occurs in your Zap setup.
  • If you're in edit mode, also allows you to replace your search values.
• Toggle switch: allows you to turn the Zap on and off.
• Version info:
  • After you publish your Zap, it shows which version you’re currently viewing, who created the version, and when it was published.

In the middle of the top menu

Your avatar: the avatar you created for your user profile.

A single button containing:

• Zap name: click to:
  • Rename your Zap.
  • Duplicate your Zap.
  • Transfer existing data.
  • Create a template of your Zap to share with others.
  • Export a JSON data file of your Zap.
  • Export a PNG image file of your Zap.
  • Delete your Zap.
• Draft or Published label: displays whether your Zap is currently in edit mode or turned on and view only.

On the right side of the top menu

• Share: allows you to share your Zap with other members of your Team or Company account.
• Zoom indicator: click to 
  • 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.
  • Review changes: an outline of the current published Zap version will be displayed next to an outline of your draft version.
  • Collapse/expand paths: if there are paths in your Zap, allows you to hide them for a compact view or reveal all steps and nested paths.
• Help icon : links to the Zapier Help Center, Zapier Community, Zapier Learn, or Zapier Experts program.

In the sub-menu:

• Run: in publish mode, allows you to manually poll for new data in Zaps that use polling triggers.
• Undo: in edit mode, allows you to revert your most recent change.
• Edit Zap or publish:
  • When you’re editing your Zap, publishes the Zap.
  • When your Zap is published, creates a draft in edit mode.

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.
• Change history : view and filter a log of any of the following activity in your Zap for a given time period:
  • Created.
  • Turned off.
  • Deleted.
  • Owner changed.
  • Zap Restored.
  • Zap turned on.
  • Version published.
  • Approval request sent (Enterprise plans).
  • Approval request approved (Enterprise plans).
  • Approval request denied (Enterprise plans).
  • Approval request cancelled (Enterprise plans).
• 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.
• Copilot : opens the AI-powered chatbot to help you build your Zap.

Center of editor

Displays an outline of all the steps in your Zap. When you select a step, the right sidebar will open on the right, displaying additional information and options for the step.

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.

• Setup: the app and specific trigger or action used, and the connected app account.
• Configure: the trigger or action step configuration.
• Test: testing your trigger or action step.

After a Zap is published:

• App & event: the app and specific trigger or action used, and the connected app account.
• Step details: an overview of your trigger or action step setup.

Bottom controls

In edit mode, there are controls to allow you to view your pinned apps, Zapier products (like Tables or Interfaces), or built-in tool (like Formatter or Filter), as well as a quick search option to find any app on Zapier. Select one and drag it to add it as a step anywhere in your Zap.

• Pinned apps : displays any third-party app that you pinned for quick access.
• Pinned Zapier products : displays any Zapier product that you pinned for quick access.
• Pinned built-in tools : displays any Zapier built-in tool that you pinned for quick access.
• Quick app search : allows you to search for and select any app, Zapier product, or built-in tool on Zapier.