Then again click Continue to complete your Zap’s trigger. You can click the down arrow on the sample data to see what details are included and the input fields you can use from this app in the rest of your workflow. In the final trigger option, Zapier shows sample data from the app. Or leave the defaults to let users add info to the Zap themselves-in which case, click the Test This Step link in the left sidebar to skip the options. Fill in any form fields, select multi-choice options, and click Continue to save them. If your trigger includes options-or if you’re using a triggers such as Zapier’s RSS or Schedule tool that don’t require authentication-Zapier will then show additional settings for this trigger. You can still use that Zap in a Zap template, though when setting up the Zap’s action step(s), you won’t be able to pre-map fields for your users. If so, Zapier will note that in a message like the one above. Some triggers require authentication, but don’t include sample data. Click the Save + Continue button to use that in the next steps. Select one of the default options, search for the trigger you want, or click show less common options if you can’t find the trigger you need.įor most triggers from apps that require authentication, Zapier loads sample data similar to the data the app would send Zapier when it’s connected with a live account. Tip: The ability to build and publish Zap Templates is only available if your Zapier integration has a beta tag or has officially launched and become a part of the Zapier Integration Partner Program.Ĭhoose the app’s trigger that starts your Zap. Select a popular app from the grid, or search for the app you need from the dropdown menu. Select the trigger app, as you would when making a Zap for yourself. Open Zapier’s Zap Template creator at /zap-templates/create, or click the Create Zap Template button in your Zap Template dashboard. Then, add a title and description to help people quickly understand when to use your Zap.įor help as you build, you can follow this video or the written instructions below: You first select the app and trigger you want to start the Zap, then add an action app and map the fields from the trigger app to the action-and optionally add additional steps. Zap Templates take a few steps to build, similar to any other Zap. Once you apply for publishing your integration, you will need to build at least 10 Zap Templates in the Zap Template Creator to help people start using your integration.Įxpected time to create a Zap Template: 10 minutes.Īn example Zap Template that automatically saves Gmail attachments to Google Drive-a handy way to speed up email file management. You can create Zap Templates for any public Zapier integration, or for any integration that has applied for publishing. To learn more about embedding Zap Templates (and other experiences) into your app or website, see our dedicated Embed section. This helps your Zapier integration gain popularity and rise the ranks of the Zapier Partner Program. The more Zap Templates you create and the more users they have, the more likely they are to be featured.
Zap Templates can also be featured inside your site and content to help your users start using Zapier integrations. In many of Zapier’s 3,800+ integration partners’ apps and sites.They’re also a great way to promote your app, as your Zap Templates are featured in: Zap Templates are the fastest way for your users to automate workflows. In a few clicks, they help people discover a use case, connect apps, and turn on the Zap. Zap Templates are readymade integrations or Zaps with the apps and core fields pre-selected, for publicly available Zapier integrations. With a bit of inspiration and creativity, your users can pull dozens of apps together into unique workflows to get more done with your app in far less time. Zapier empowers apps to do together what they can’t on their own.
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