Step types in Zapier Canvas

Beta

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

In Zapier Canvas, each step corresponds to a part of your process that requires some action–from a person, team, or a Zap. There are different step types that ensure you capture the various aspects of your processes.

Default steps

Use a Default step for actions that depend on a person or team to be completed. 

  • Title: a required field that shows what the action of the step is.
  • Actor: notes who owns the action, such as a team or a person.
  • App used: if any, select the app where the action happens.
  • Notes: add any extra information related to this step. 

Any changes you make are automatically saved.

The sidebar for a step open, showing all its fields.

 

Automated step

The Automated step allows you to add new or existing Zaps to your canvas. Once you add a Zap, you can see all the apps and steps it contains. Click the Automated box on any step to make it an automated step.

Once a Zap is added, you can continue a process from any of the Zap steps.

An automated step in Canvas, showing all the related Zap steps underneath it.

 

Split path

Split paths allow you to add decision points that create lead to different scenarios, depending on the contents or results of the previous step. The Split path is represented by a question mark on a diamond box. You can add several paths to one split path.

A step connected to a split path, with two different paths: IT and Billing

 

App steps

The Apps section of the toolbar allows you to add a Default step with a Zapier product pre-selected, with options for Zaps, Tables, Chatbots and Interfaces. You can then create or select an existing one from your account.

 

Learn how to set up a canvas and how to add steps to 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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