Ready to Use Zap Templates

Zapier also allows the creation of templates for commonly used zaps. They will streamline the process for you, by hiding unnecessary options and allowing you to select only the ones you need for your zap. If such a template is available, we will include it in the ‘General Information’ section of the respective zap.

Keep in mind that there will be several important differences between using the templates and the way you create a zap directly from the ‘Make a Zap!’ option on the Zapier site:

  • The Trigger and Action Apps will be pre-selected for your convenience.
  • Since the template has been created with a specific trigger and action in mind, all other triggers and actions will be hidden to avoid mistakes.
  • During trigger and action configuration generally only mandatory options will be displayed. You can view the optional configurations by clicking on Show advanced options.