I am a tech coach and often guide my clients through creating Zaps. I see that there is an option for turning a Zap into a template but I only seem to be able to do it if I have my own accounts tied to the Zap.
What if I don’t use the Apps that my client needs to connect?
Is it possible for me to create the shell of a zap that they just plug their accounts into?
+14
Hi
Help article about sharing Zap templates: https://help.zapier.com/hc/en-us/articles/8496292155405-Share-a-template-of-your-Zap
Hi
So I do know how to share a zap that I am able to publish, but what if I’m creating a zap for apps that I don’t use myself and am not able to connect the apps (therefore cannot publish and don’t get the create template option)?
Is that just not available functionality?
+14
As a workaround, you can configure the Zap steps, export PNG for the Zap steps, and share that image.
Help: https://help.zapier.com/hc/en-us/articles/16722578092429-Use-the-editor-to-build-and-view-your-Zaps
Ok, but this doesn’t seem to show the details of the steps, just the high-level steps themselves, unless I’m missing something.
So, really, a quick screenshare video would be more helpful than just the png in lieu of being able to create a template, right?
+14
If you don’t have an account for an app, then you can’t configure the settings for the trigger/action, so you wouldn’t be able to show the field mappings anyways.
Thanks!
+14
The app account connected to a Zap step often dictates the fields and options available in the config tab section for the trigger/action, so it’s order of operations when setting up a Zap. (app/event > account > config > test)
Enter your E-mail address. We'll send you an e-mail with instructions to reset your password.
