Share a process and collaborate on a canvas

Beta

Zapier Canvas name is a beta product/feature. It’s available for use, but still in active development and may change.

 

You can share a canvas with anyone by downloading a PNG file with the complete process.

 

Share a process

Once you finish designing the process, you can share it with others. 

  • Click Share on the top right corner of the screen.
  • Click Download PNG to get a PNG file of the whole canvas.

 

Collaborate with your team

If you're on a Teams or Companies Zapier plan, you can invite team members to collaborate on developing the process. To do so:

  • Click Share on the top right corner of the screen.
  • To invite a specific person, start typing their name of the person in the Add people to collaborate text field.
  • To make it available to all users on your account, click the dropdown menu on the Anyone at <your account name> section.
    • Select Can edit to give edit access to members of the account.
    • Select No access to prevent members from seeing and editing this canvas.
  • Changes are saved automatically.

the Share dialog box open showing the available fields.

Add comments to a canvas

You can use comments to explain steps or request feedback from team members.

To add a comment:

  1. On the bottom of a canvas, click the Comment icon.
  2. Click any empty space on the canvas to place the comment.
  3. Type your comment. You can also use emojis.
  4. Click Send to finish your comment.

Comments can be moved around using the Move tool.

Mention someone

If you're on a Teams or Companies account, you can mention another team member using the @ button. 

  1. On a comment, click the @ button.
  2. A list of team members will appear. Keep entering their name to filter the list.
  3. Once you finish writing the comment, click the Send button.

An active comment box with an @ mention being written on it.

 

Provide feedback and get help

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

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