Simplifying zap setup is one of the most effective ways to make sure the zaps created work as desired. As integration owners, you can likely pre-fill some of the zap fields on behalf of your users; making zap setup faster, easier and more reliable.

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Prerequisites

  • You will need to know the required input fields per trigger or action step. You can find the fields as defined in your Zapier integration.

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Creating pre-filled Zaps from Zap Templates

1

Fetch the Zap Template's create_url

Get the appropriate create_url property from the specific Zap Template desired. This can be retrieved from the zap-templates endpoint. It follows the following format: https://api.zapier.com/v1/embed/{app_name}/create/{template_id}

2

Define the input values

The url params should be defines as follows; step[{step_index}][params][{param_name}]- with steps being zero-indexed. As an example, Trello could prefill the name of a Trello card name in the second step of the Zap template using the following:

https://api.zapier.com/v1/embed/trello/create/113?steps[1][params][name]=hello

where the create_url of https://api.zapier.com/v1/embed/trello/create/113 was retrieved from the zap-templates endpoint, and input fields defined in their zapier integration.

Here’s what it would look like in the editor:

Zap Editor showing `hello` pre-filled into the name field of a new Zap titled Create Card in Trello

You can prefill multiple values for the user. In this example name and desc are prefilled


https://api.zapier.com/v1/embed/trello/create/113
    ?steps[1][params][name]=yoyoyo
    &steps[1][params][desc]=yeehaw
  • template=113
  • steps[1][params][name]=yoyoyo
  • steps[1][params][desc]=yeehaw

Zap Editor showing `yoyoyo` pre-filled into the name field, and `yeehaw` pre-filled into the description field of a new Zap titled Create Card in Trello

You can provide a label for prefill dropdowns as we won’t fetch all of the pages of choices until the user opens the dropdown:


https://api.zapier.com/v1/embed/trello/create/113
    ?steps[1][params][board]=1234
    &steps[1][meta][parammap][board]=Test
  • template=113
  • steps[1][params][board]=1234
  • steps[1][meta][parammap][board]=Test

Zap Editor showing `Test` pre-filled into the board field of a new Zap titled Create Card in Trello

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Creating pre-filled Zaps using the Zap Generator

The UI-based generator within the Developer Platform facilitates constructing pre-filled Zaps.

Pre-filled Zaps are simply URLs with field values added as parameters, which you can use to direct users to the Zap editor with some input fields already filled. Place these URLs inside your product or within an embedded Zap editor to facilitate users creating and publishing Zaps.

Find the pre-filled Zap generator within the Developer Platform, then selecting your app and navigating to Embed → Pre-Filled Zaps and scroll down to the generator.

Screenshot of pre-Filled Zaps tab

1

Select an app

Start by selecting an app and event for both the trigger and action to see the fields you can pre-fill. If no fields appear, the event has no input fields.

Screenshot of generator trigger step setup

2

Select the fields you want to pre-fill

  • If you don’t want to pre-fill the field, leave the box unchecked. In the Zap, the field will be empty or set to a default value, if there is one.
  • If there’s a static value for a field that applies to every user’s Zap (like the title of an email), check the field and provide the value in the text field.
  • If the values are dynamic or you don’t know them yet, replace the placeholders represented in curly brackets (i.e {TRIGGER_LIST_ID}) in the generated URL from Step 2 before using it in your app. This could be something like an account or list ID field. The placeholder serves as a reminder to replace the value at runtime.
  • If the field is greyed out, it requires a complex field value and cannot be pre-filled.

    Screenshot of prefill input field options

Fields denoting (required) are required for turning the Zap on, not required to be pre-filled.
3

Test the Zap

  • Use the handy test button to make sure the resulting Zap is what you intended. You’ll need to connect app accounts on both steps to see the pre-filled fields.
  • Copy the code and embed it inside your app to make setting up a Zap easier and faster for users.

The generator only supports creating 2-step Zaps, but you can construct multi-step Zaps by building upon the generated URL and adding steps parameters with increased indeces.

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