Dashboard#

Your dashboard is where you can manage your Zaps.

Dashboard

The Dashboard is composed of 3 parts:

  • On the upper side of the dashboard, you can access your profile, make a Zap, as well as search for Zaps
  • On the left hand side of the dashboard, you can access and create folders to organize Zaps
  • On the right hand side of the dashboard, you can see a list of Zaps under your account.

Make a Zap!#

This button brings you to the Zap editor where you can create a new Zap.

Make-a-Zap

Profile#

Clicking on your Profile picture/name shows you what plan you're under, the number of Zaps and Tasks you have as well as when your Zapier monthly usage expires. It also gives you access to your Zaps, Settings, Task History, Connected Accounts, Support docs, Developer page and let's you Log out of your account.

Profile

Search my Zaps#

This search bar lets you search for a particular Zap in your account.

Search

My Folders#

You can organize Zaps now using the Folders function. Clicking on the + button enables you to create new folder.

Folders

Zap options#

Each individual Zap has their own options you can use. By clicking on the down arrow icon for an individual Zap, you can expose the different options for that Zap.

Zap Options

Run#

By clicking the Run button, you will prompt any polling Zaps to look for new data. The Run button is available if the Zap is not Instant

Zap Run

Edit#

By clicking the Edit button, you'll be taken to the Zap editor for that particular Zap where you can make changes.

Zap Edit

History#

By clicking the History button, you'll be taken to the Task history for that Zap.

Zap History

Copy#

By clicking the Copy button, you will duplicate your Zap, including all fields you've mapped inside the Zap. The copy can be found under Off zaps.

Zap Copy

Rename#

By clicking the Rename button, you will get a text box to rename your Zap. This is the name you can use to identify your Zap in the Dashboard or Task history

Zap Rename

Move#

When you create a new folder, the Move button becomes available. This button enables you to move a Zap from one folder to another.

Zap Move

Delete#

Clicking the Delete button removes the Zap from your Zapier account. By clicking the Delete button, you will get a prompt asking if you "Really?" want to delete the Zap. Click the "Really?" to confirm the deletion. WARNING: You cannot undo the deletion of a Zap.

Zap Delete

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