How to Share a Zapier Template

Sharing automations in Zapier is a convenient way to document processes, standardize workflows, and help teammates or clients get started quickly. This guide explains how to create, share, and manage Zap templates while keeping your account and data secure.

What is a Zap template in Zapier?

In Zapier, a Zap template is a reusable blueprint of an automation. It includes the apps, triggers, actions, and basic field mappings, but not your sensitive account data.

When someone uses your Zap template, Zapier creates a new copy in their account. They can then connect their own apps, adjust settings, and turn it on without changing your original Zap.

Before you share a Zapier template

Prepare your workflow before sharing so it is safe, clear, and easy to use.

Check what Zapier shares and what it hides

When you share a Zap template, Zapier includes:

• The apps used in the Zap
• The trigger and action events
• The structure of steps and filters
• Field mappings and placeholder values

Zapier does not include:

• Your connected app accounts or passwords
• API keys and OAuth tokens
• Data stored in your connected apps

Anyone using your shared template must connect their own accounts before they can turn the Zap on.

Remove or anonymize sensitive details

Review your existing Zap before sharing. Even though Zapier does not expose passwords, field values you entered manually may still appear.

• Replace personal names with generic labels (for example, “Customer” or “Lead”).
• Remove private email addresses and phone numbers.
• Anonymize internal URLs or IDs that do not need to be shared.
• Use sample or demo text instead of real customer data.

If necessary, duplicate your Zap first and clean that copy before making a public Zapier template.

How to share a Zapier template step by step

Follow these steps to share an automation as a template inside Zapier.

1. Open your Zap in Zapier

1. Sign in to your account.
2. Go to the Zaps page in your Zapier dashboard.
3. Find the Zap you want to share.
4. Click its name to open it in the editor.

2. Open the share options in Zapier

1. In the Zap editor, locate the menu with more options (often represented by three dots or a similar icon).
2. Click this menu to expand the available actions.
3. Look for the option related to sharing or creating a Zap template.

The exact label can vary slightly as Zapier updates its interface, but it will refer to sharing or publishing the Zap.

3. Choose how to share your Zapier template

Zapier typically offers different ways to share your template, depending on the context and plan level:

• Private share link: Create a link you can send to specific people. Only users with this link can access the template.
• Workspace or team sharing: Share the Zap template with members of a shared folder or organizational workspace.
• Public template: In some cases, Zapier may allow templates to be discoverable in the wider library, subject to review and policies.

Pick the option that best matches your use case and audience.

4. Configure sharing settings in Zapier

When you choose a sharing option, Zapier may prompt you to confirm or adjust settings, such as:

• The template name and description.
• Which folder or workspace it belongs to.
• Visibility level (private, internal, or public where applicable).

Use a clear name and short description so others understand what the Zapier template does at a glance.

5. Copy and send your Zapier template link

1. After creating the template, Zapier will generate a shareable link.
2. Click to copy this link.
3. Send the link via email, chat, documentation, or your project management tool.

When recipients open the link, they will see a setup screen where they can connect their own apps and customize the Zap.

Using a shared Zapier template

Recipients of your shared automation can quickly build their own version in Zapier.

How others set up the template

1. They click your shared link.
2. Zapier opens a guided configuration page.
3. They connect or select their app accounts for each step.
4. They review the trigger and actions, then adjust fields as needed.
5. They test individual steps if the apps support testing.
6. They turn the Zap on when setup is complete.

The new Zap belongs to their account. Changes they make will not edit your original automation.

Common limitations when sharing in Zapier

Some workflows cannot be shared in full due to app or feature restrictions inside Zapier:

• Certain premium or specialized apps may require specific plans.
• Custom integrations or legacy features might not be supported in templates.
• Team-level or advanced permissions may affect who can use or edit the shared template.

If someone reports that the template will not load or a step is missing, ask which plan and apps they have in their own Zapier account.

Best practices for Zapier template sharing

Use these recommendations to keep your automations robust and understandable.

Name and describe your Zapier template clearly

• Include the main apps and goal (for example, “Send Slack alerts from new CRM leads”).
• Add a short description explaining when to use the template.
• Mention any prerequisites, such as required fields in a form or labels in a CRM.

Test your Zap thoroughly in Zapier

• Run test data through each step to confirm it works with real inputs.
• Check that the Zap behaves correctly when there is missing or unexpected data.
• Update any outdated steps before sharing, especially if an app has changed its API or events.

Maintain and update shared Zapier templates

Over time, apps and business processes change. Revisit your templates periodically:

• Replace deprecated triggers or actions with current ones.
• Clarify instructions in field descriptions when users have questions.
• Adjust filters or conditions as your workflow evolves.

When you update a shared template, new users will see the latest version, but existing Zaps created from it will not be automatically changed.

Troubleshooting shared Zapier templates

If you or others run into issues, work through these checks.

Template will not open in Zapier

• Confirm the share link is complete and not truncated.
• Make sure the user is signed in to Zapier.
• Verify that the template has not been removed or made unavailable.

Steps are missing or errors appear

• Check whether the user has access to all required apps in Zapier.
• Verify that premium apps are included in their plan, when applicable.
• Ask them to reconnect affected app accounts directly from the setup screen.

Learn more about Zapier templates

For the most detailed and current product behavior, review the official article on how to share a template of your Zap on the Zapier help center: Share a template of your Zap.

Next steps and additional resources for Zapier users

After you are comfortable sharing templates in Zapier, consider documenting your automations more broadly and integrating them into your onboarding or SOPs.

• Create a central knowledge base listing your most important Zapier templates.
• Train teammates to customize templates instead of building every workflow from scratch.
• Periodically audit which shared automations are still in use and retire outdated ones.

If you need strategic help building scalable automation documentation or SEO-friendly guides that include Zapier workflows, you can explore consulting resources such as Consultevo for content and systems optimization support.

By sharing well-designed templates, you make it easier for others to adopt Zapier, keep processes consistent, and expand automation across your organization without sacrificing control or security.

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