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Manage assets in your Zapier account

Updated

You can manage your assets across all Zapier products–Zaps, Tables, forms, Chatbots, Canvas, and Agents–from the Assets page. It includes multi-product folders as well as product-specific asset pages that provide you with different views of your assets.

Available on plans:

Free

Professional

Team

Enterprise

Accessing the Assets page

To go to the Assets page, click the assets icon navAssetsFill in the left sidebar on any main Zapier page. Once there, there’s a second left-hand sidebar that you can use to navigate between folders and product-specific asset pages.

Manage folders

You can manage folders from the top-level Folders page or from within a specific folder.

Share

Share a folder

To share a folder with another user or team in your account:

  1. From:
    • The Folders page, click the menu icon navMoreVert next to the folder. A dialog box will appear that displays a list of all users and teams that already have access.
    • A specific folder page, click the Share personAdd button in the top menu. A dialog box will appear that displays a list of all users and teams that already have access.
  2. Click the Add member or team search box. A dropdown menu will appear.
  3. Search for and select the member or team you want to share with.
  4. Click Share to add them as an editor to the list of users who the folder is shared with.

To stop sharing:

  1. From:
    • The Folders page, click the menu icon navMoreVert next to the folder. A dialog box will appear that displays a list of all users and teams that already have access.
    • A specific folder page, click the Share personAdd button in the top menu. A dialog box will appear that displays a list of all users and teams that already have access.
  2. Select the dropdown menu next to the member or team’s name.
  3. Select Remove access.
miscEye icon Note

Zaps can only be shared individually from within the Zap editor or by sharing the folder they are in. They will not display the Share button.

Rename

Rename a folder

To change the name of a folder:

  1. From:
    1. The Folders page, click the menu icon navMoreVert next to the folder. A dropdown menu will open with additional management options.
    2. A specific folder page, click the menu icon navMoreVert in the top menu. A dropdown menu will open with additional management options.
  2. Click actionEdit Rename. A dialog box will appear.
  3. In the Name field, enter a new name for your folder.
  4. Click Save.
Create subfolders

Create a subfolder

To create a subfolder within an existing folder:

  1. From:
    • The Folders page, click the menu icon navMoreVert next to the folder. A dropdown menu will open with additional management options.
    • A specific folder page, click the menu icon navMoreVert in the top menu. A dropdown menu will open with additional management options.
  2. Click navFolder Create subfolder. A dialog box will appear.
  3. In the Name field, enter a name for your folder.
  4. Click Save. You will be redirected to your new subfolder.
miscEye icon Note

Subfolders will automatically inherit sharing settings from the top-level folder.

Move

Move a folder

To move a folder into another folder:

  1. From:
    • The Folders page, click the menu icon navMoreVert next to the folder. A dropdown menu will open with additional management options.
    • A specific folder page, click the menu icon navMoreVert in the top menu. A dropdown menu will open with additional management options.
  2. In the top menu, click actionMoveToFolder Move to folder. A dialog box will appear.
  3. In the search bar, search for and select a folder.
  4. Click Move to folder.

To move a subfolder into the top folder level:

  1. From:
    • The Folders page, click the menu icon navMoreVert next to the folder. A dropdown menu will open with additional management options.
    • A specific folder page, click the menu icon navMoreVert in the top menu. A dropdown menu will open with additional management options.
  2. Click actionMoveToFolder Move to folder. A dialog box will appear.
  3. Click Move to top level. The dialog box will update to a new screen.
  4. Click Move folder to confirm the move.
miscEye icon Note

Subfolders will automatically inherit sharing settings from the top-level folder, replacing any previous sharing settings. If you move a top-level folder so it becomes a subfolder, then move it again into a top-level position, its previous sharing settings will be restored.

Delete

Delete a folder

To delete a folder:

  1. From:
    • The Folders page, click the menu icon navMoreVert next to the folder. A dropdown menu will open with additional management options.
    • A specific folder page, click the menu icon navMoreVert in the top menu. A dropdown menu will open with additional management options.
  2. Click actionTrash Delete. A dialog box will appear.
  3. Click Delete folder to confirm deletion.
miscEye icon Note

You cannot delete a folder if it contains assets or subfolders.

You cannot recover a deleted folder.

Pin a canvas

Pin a canvas to a folder's documentation tab

Each folder has a documentation tab where you can pin one canvas for quick access. The canvas must already be in the folder to be pinned.

To pin a canvas to a folder's documentation tab:

  1. Open the folder from the Folders page.
  2. Click the Documentation tab in the folder view.
  3. Click Pin canvas and select a canvas that is already in that folder.

To unpin or change the pinned canvas, open the folder's Documentation tab and click Unpin canvas, then go through the steps again to select a different canvas. 

miscEye icon Note

Each folder can have only one pinned canvas. Permissions for the documentation tab and pinned canvas follow the folder's sharing settings.

Manage assets

You can manage assets from within a specific folder or from the product-specific asset page. It displays different options depending on the product.

miscEye icon Note
  • Assets may display different management options depending on which product type it is. If an option is not available in the folder page, open the asset to access those options.
  • Agents does not have a product-specific asset page. When you select it from the second left-hand sidebar, you will be redirected to the main Agents page. You can manage your agents from that page.
Zaps Tables Forms Chatbots Canvases

Zaps

You can manage your Zap from either the specific folder where it’s located or from the Zaps-specific product page. In the list row where the Zap is located, click the menu icon navMoreVert to find additional management options:

  • actionEdit Rename: lets you change the name of your Zap.
  • miscClock View history: redirects you to the Zap history page for the Zap.
  • actionCopy Duplicate: makes a copy of the Zap.
  • personSettings Change owner: transfers ownership of the Zap to another user in your account.
  • actionMoveToFolder Move to folder: transfers the Zap to another folder in your account.
  • actionTrash Delete: moves the Zap into the Trash folder.
miscEye icon Note

Zaps can only be shared individually from within the Zap editor or by sharing the folder they are in. They will not display the Share button.

Rename your Zap

To rename your Zap:

  1. Select actionEdit Rename from the dropdown menu. A dialog box will appear.
  2. In the Name field, enter a new name for your folder.
  3. Click Save.

Duplicate your Zap

To make a copy of your Zap:

  1. Select actionCopy Duplicate from the dropdown menu. A dialog box will appear.
  2. Select either:
    • Duplicate to make a copy. The dialog box will close and you will not be redirected to another page.
    • Duplicate and edit to make a copy. The dialog box will close and you will be redirected to the Zap editor to make changes to the Zap.

The new Zap will be named “(Copy) ”, where is the name of the original Zap it was copied from.

Change your Zap’s owner

To transfer ownership of the Zap to another user in your account:

  1. Select personSettings Change owner from the dropdown menu. A dialog box will appear.
  2. In the New owner field, search for and select another user in your account.
  3. Click Change owner.

Move your Zap to another folder

To transfer the Zap to another folder in your account:

  1. Select actionMoveToFolder Move to folder from the dropdown menu. A dialog box will appear.
  2. In the search bar, search for and select a folder.
  3. Click Move to folder.

Delete your Zap

To move your Zap to the Trash folder:

  1. Select actionTrash Delete from the dropdown menu. A dialog box will appear.
  2. Click Delete Zap. If the Zap is on, it will turn off and move to the Trash folder for 30 days before it’s permanently deleted.

To restore it:

  1. Go to the Zaps-specific product page.
  2. In the top menu, click actionTrash Trash. You will be redirected to the Trash folder.
  3. Next to the Zap you want to restore, click the menu icon navMoreVert in the top menu. A dropdown menu will open with additional management options.
  4. Select actionMoveToFolder Move to folder from the dropdown menu. A dialog box will appear.
  5. In the search bar, search for and select a folder.
  6. Click Move to folder.

Limitations

Zapier account

  • Your account can have a maximum of 10,000 folders, including both personal and shared folders.
  • You cannot rename or delete your personal folder. You also cannot create subfolders within your private folder.
  • Only super admins or owners of Team or Enterprise accounts can view all assets in the account.
  • When you remove a user from your account, ownership of their Zaps and folders will transfer to a new owner that you designate, or to the account owner.

Moving assets

  • You can move up to 100 folders within a 1-hour period.
  • You can add up to five nested subfolders in your Zap.
  • Moving a folder into a shared folder will change its sharing settings. It will match the settings of the new parent folder.

Deleting assets

  • You cannot delete a folder until you move out or delete all Zaps within it.
  • You cannot move a subfolder into one of its own subfolders.
  • Account admins, super admins, and owners can also delete a shared folder if it does not contain any Zaps.
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