Zap Templates are pre-made workflows that help users discover popular use cases for automating their work. Each template features a specific use case and the apps (including yours!) needed for it to work.

The Zap Templates Element can be embedded anywhere in your product. The most common areas partners embed Zap Templates include product help docs, blog posts, and within the user flow itself.

Prerequisites

In order to embed the Zap Templates Element:

  • Your app has to have passed the review process and is Published in the Zapier App Directory, i.e. your app is in the Beta or Public stage.
  • You have created Zap templates for your app, and they have been reviewed and made public

Example of the Zap Templates Element in a partner's app

See more ways our partners have used the Zap Templates Element in our Embed Gallery.

How to Embed Zap Templates

1

Navigate To Zap Templates in the Developer Platform

You can configure your Zap Templates in the Zapier Developer Platform and select your integration, then select Zap Temoplates in the left side bar.

2

Click Customize & generate code

3

Choose Popular or Specific Zap Templates

Choose whether you want to embed Popular Zap templates or Specific Zap Templates.

  • Popular Zap Templates displays the most popular Zap Templates for your app.
  • Specific Zap Templates allows you to choose specific zap template to display
4

Customize Your Embed

Using the sidebar panel in the tool, customize your embed. When it’s ready, generate the correct code.

5

Copy the code and place the embed anywhere in your product ✨

As the sample above shows, you can choose from a variety of code samples & guides to copy right over to your product.

Consider augmenting with Quick Account Creation - it makes signing up to Zapier more seamless. Users are able to bypass signup and onboarding and and jump right into creating a Zap with your integration with the click of a button. Note, Quick Account Creation only works if your embed is behind a login wall

Was this page helpful?