How to Collaborate in Zapier Canvas

Zapier makes it easy to collaborate on automation plans directly in canvas so your team can design, review, and refine workflows together in one visual space. This guide explains how to invite people, manage access, and work together efficiently on a shared canvas.

The steps below are based on the official Zapier help documentation and walk you through everything you need to know to start collaborating.

What is Zapier canvas collaboration?

Canvas is a visual planning tool inside Zapier that lets you outline automation ideas, add notes, and map connected apps before you build a Zap. Collaboration features allow you to share that canvas with others so everyone involved can see the same plan.

With shared access, you can:

Invite teammates to view or edit your canvas.
Collect feedback on complex workflows.
Align stakeholders before turning ideas into live Zaps.

This keeps communication about your automation projects inside Zapier instead of scattered across documents and messages.

Requirements to invite collaborators in Zapier

Before you invite someone to work with you on a canvas, make sure a few basic conditions are met.

Zapier account and workspace access

You must be signed in to your Zapier account.
The canvas you want to share must exist in a Zapier workspace you can access.
The people you invite need an email address where they can receive an invitation.

Depending on your plan and workspace settings, access levels for collaborators may differ. Always confirm you are allowed to share content from your workspace.

How to invite others to your Zapier canvas

Use these steps to send a collaboration invitation from within Zapier canvas.

Open Zapier in your browser and navigate to the correct workspace.
Go to the Canvas section and select the canvas you want to share.
In the canvas interface, look for the share or invite control (typically in the top area of the canvas window).
Click the option to invite collaborators.
Enter the email address or addresses of the people you want to invite.
Choose the appropriate access level if Zapier offers options such as view or edit permissions for your canvas.
Send the invitation so recipients receive an email with a link to the shared canvas.

After you complete these steps, your collaborators can open the canvas from their invitation and start working alongside you.

Managing collaboration on Zapier canvas

Once other people have access, you may want to adjust or remove their permissions over time.

Change access for a Zapier canvas collaborator

From within the same canvas, you can typically manage existing invitations.

Open the shared canvas in Zapier.
Click the share or collaborators control to display a list of people with access.
Find the person whose access you want to change.
Update their permission level (for example, change from edit to view if available).
Save or confirm your changes.

Adjusting permissions ensures the right people can edit while others can only review, which helps protect important automation plans in Zapier.

Remove a collaborator from your Zapier canvas

If you no longer want someone to collaborate on a specific canvas, you can revoke their access.

Open the canvas in Zapier.
Use the share or collaborators list to locate the person you want to remove.
Select the option to remove or revoke access for that user.
Confirm your selection to finalize the change.

After removal, that person will no longer be able to open the shared canvas from their Zapier account.

Best practices for Zapier canvas collaboration

To get the most value from shared canvases, follow a few basic collaboration practices.

Organize your Zapier workspace

Group related canvases in a single workspace so teammates know where to look.
Use clear, descriptive canvas names that reflect the automation purpose.
Keep old or unused canvases archived or clearly labeled.

Good organization in Zapier makes it easier for collaborators to find the content they need.

Use comments and notes in Zapier canvas

Within the canvas, add notes that explain:

Why certain apps are included in the workflow.
Which triggers and actions you plan to use in a future Zap.
Any open questions or decisions that still need input.

These details provide context for anyone who opens the shared canvas in Zapier and speeds up review.

Troubleshooting Zapier canvas invitations

If collaborators cannot access your shared canvas, review these common issues before contacting support.

Invitation email problems in Zapier

Ask the collaborator to check spam or junk folders for the invitation.
Confirm you typed their email address correctly in Zapier.
Resend the invitation if they did not receive it the first time.

Access or permission errors in Zapier

Verify the collaborator is signed in with the same email address you invited.
Confirm their access level allows them to open or edit the canvas.
Check whether workspace permissions in Zapier restrict sharing with external users.

If the problem continues, consult the official help article about inviting others to collaborate on your canvas on the Zapier support site at this page.

Where to learn more about Zapier automation

Once your team is comfortable collaborating in canvas, you can move from planning to building full workflows in Zapier.

Turn canvas plans into live Zaps that connect your apps.
Share automation templates with teammates in the same workspace.
Document standard processes so future collaborators understand each step.

For broader automation strategy and optimization ideas beyond Zapier, you can explore additional resources such as Consultevo, which covers automation, integration, and workflow design topics.

By using shared canvases effectively, your team can design robust workflows, collect feedback early, and streamline how you build and maintain automations in Zapier.

Need Help With Zapier?

Work with ConsultEvo — a

Zapier Certified Solution Partner

helping teams build reliable, scalable automations that actually move the business forward.

Get Zapier Help