Organize Workflows in Zapier Projects

Zapier Projects help you organize related workflows and assets from across the Zapier platform so your team can find, understand, and manage automation in one place.

This how-to guide explains how Projects work, how to create and manage them, and how to connect all your automation assets into reusable workflows.

What are Zapier Projects?

Projects are containers that group assets from multiple Zapier products into a single, organized workspace. Instead of tracking Zaps, Tables, Interfaces, and other items separately, you can connect them inside one Project.

Projects can represent:

A business process, like lead management or onboarding
A department, such as sales or operations
A client or initiative, like a marketing campaign

Each Project stores and visualizes how assets connect, so you can see the full workflow across Zapier products.

Key components of a Zapier Project

Inside a Project, you can add different asset types from across the Zapier ecosystem and connect them into workflows.

Zapier workflow canvas

The Project workflow canvas is a visual space where you map and describe how work moves through your automation. You can:

Add workflow cards that represent steps in a process
Attach real automation assets, like Zaps or Tables, to those cards
Describe business logic in plain language for your team

This canvas gives everyone a shared understanding of what the workflow does, even if they do not build or edit Zaps themselves.

Zapier assets you can connect

Within a Project, you can associate several types of Zapier assets, including:

Zaps that automate tasks between apps
Tables that store structured process data
Interfaces that provide internal forms, portals, or dashboards
Other related resources you want to track alongside the workflow

Connecting these items lets you manage the full lifecycle of a process in one Zapier Project.

Accessing Zapier Projects

You can open Projects from the main Zapier navigation.

Sign in to your Zapier account.
In the left navigation, look for the Projects section.
Select Projects to see the list of existing items.

From here, you can create new Projects, open existing ones, and review how assets are organized.

Create a new Zapier Project

Follow these steps to create and configure a new Project:

In Zapier, go to the Projects area.
Click New Project or a similar button to start.
Enter a clear name that reflects the workflow, such as “Sales Handoff Process.”
Optionally, add a description so collaborators understand the purpose.
Save the new Project to open its workflow canvas.

Once created, you can begin adding workflow cards and linking existing assets from across Zapier products.

Build workflows inside Zapier Projects

Within each Project, you can design a complete workflow and connect it to live automation.

Add workflow steps on the Zapier canvas

Open your Project in Zapier.
On the workflow canvas, add cards for each major step in the process.
Give each card a descriptive title and summary, such as “Capture lead data” or “Notify account manager.”
Arrange cards in order so teammates can follow the flow from start to finish.

Use short descriptions to explain business rules, owners, and handoffs between steps.

Attach existing Zapier assets to workflow steps

After outlining steps, connect real automation items to each part of the process:

Select a workflow card on the canvas.
Use the option to attach or link an asset.
Choose from existing Zaps, Tables, or Interfaces in your Zapier account.
Repeat for each card until all steps have relevant assets attached.

This turns your visual process map into an interactive view of how Zapier assets support the workflow.

Organize and manage Zapier Projects

As your automation library grows, keeping Projects tidy helps your team work efficiently.

Best practices for naming Zapier Projects

Use clear, consistent naming conventions, like “Team – Process – Detail.”
Include the department or owner, such as “Support – Ticket Triage.”
Avoid vague labels so collaborators can find the right Project quickly.

Document workflow details inside Zapier

Each Project can act as living documentation for your automation:

Describe the purpose of the workflow in the Project overview.
Add notes to workflow cards about triggers, conditions, and outputs.
Clarify which Zaps are critical and which are optional or experimental.

This context helps new teammates understand how Zapier is used across your organization.

Collaborate with your team in Zapier Projects

Projects make it easier for both technical and non-technical teammates to work together.

Share a Project so stakeholders can review the workflow without editing Zaps directly.
Use the visual canvas to walk through processes in meetings or training.
Update card descriptions as your business rules change, without changing the underlying automation immediately.

By centralizing information, Zapier Projects reduce confusion and make it easier to maintain complex automation systems.

When to use Zapier Projects

Consider creating a Project whenever you:

Have multiple Zaps that support one business process
Need to align Tables, Interfaces, and Zaps around a single workflow
Want a visual map of how automation supports a department or client
Need to document complex processes for audits or handoffs

Using Projects consistently ensures every major workflow in Zapier is clearly defined and easy to manage.

Additional Zapier resources

For the full official documentation on Projects and how they connect assets from across products, see the original help article on the Zapier site: Use Projects to organize assets from across Zapier products into workflows.

If you need broader automation strategy or consulting beyond the built-in Zapier docs, you can find additional guidance at Consultevo, which provides implementation support and optimization services.

By organizing related assets into Projects, you turn scattered automations into clear, documented workflows, making it easier for everyone on your team to understand, maintain, and improve how you use Zapier.

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