Create a canvas to organize your business processes

Beta

This product is in open beta. It’s available for use but still in active development and may change.

Zapier Canvas is a tool for visualizing and organizing full business processes. You can create structures that include manual and automated steps, insert Zaps, Zapier Chatbots, Tables and Interfaces, and many other apps, share processes, and invite team members to collaborate.

Create a canvas

From the Canvas home:

1. Click + Create. A dialog box will appear.
2. Select how you want to create your new canvas:
   • Start with AI: describe a process you want to create, and AI will create a canvas for it, using Zapier Tables, Interfaces, Zaps, and other apps.
   • Start from scratch or template: start with a blank canvas or use one of the existing templates.

Add steps

You can add new steps to a canvas by clicking the icon that appears whenever you hover over an existing step. 

Note

You can only add assets you own to a canvas. Shared tables, interfaces, and chatbots cannot be added as a step.

You can also add: 

• Split paths: connect one step to multiple outcomes
• Text boxes: add a title or description anywhere in your canvas. 
• Automated steps: add Zaps, Zapier Tables, Chatbots, or Interfaces to your canvas. 

To create these step types, click any of the options in the Basic menu at the bottom of the canvas, and then click an empty area of the canvas.

Learn about the different step types in Canvas.

Connect steps

The Connector tool allows you to connect existing steps. When you click this tool, small dots appear on each side of all steps. Click any dot and drag it to another dot to connect them.

Move steps

You can move steps by clicking on the step border and dragging them to a new position, using either the Select or Hand tool. When you move a step to a new position, any connector lines will move with it.

Collaborate on processes

You can invite other members of your Zapier account to collaborate on developing the process. Learn how to collaborate on a process.

Delete a step

To delete a step:

1. Click a step or drag over multiple steps.
2. On your keyboard, click the delete (Mac) or backspace (Windows) key.

Only the selected steps are deleted. Any steps that were attached to it will be attached to another step. 

Delete a canvas

From the Canvas home:

1. Click the three dot icon beside the canvas' name.
2. Click Delete. This action cannot be undone.

Data retention

Zapier's Data Retention, deletion, and export practices vary depending on the product. Learn more about the specific guidelines for the product you're using.

Provide feedback and get help

You can request a feature, provide feedback on the product, and get help from the Canvas team.