Zapier for Teams#

Give every one of your teammates the automation power of Zapier.

Zapier for Teams lets you create teams, invite your teammates, and cover the costs of everyone's usage on a single invoice. Your team can leverage the full power of automation and not worry about shared logins or hassles with multiple employee invoices.

With Zapier for Teams you can:

  • Create a team and invite as many members as you like—there is no cost for adding teammates.
  • Use shared billing to pool together all of your team’s usage on a single invoice.
  • Give each member of your team Zapier's premium features, including Multi-Step Zaps, Premium Apps, Autoreplay, and Zaps that run every 5-minutes.
  • Easily track the team's usage of Zaps and tasks.
  • Automate everything with no limit to the number of Zaps you can create.
  • Easily transfer existing Zaps from your personal account to your team account.
  • Share workflows and connected accounts with your teammates

To get started with Zapier for Teams, create a team.

Common Questions#

What is a team?#

A team is an account with a single owner and multiple members. As a team, members share a pool of Tasks and all usage is billed under one invoice. Teams can also share Zaps and connected accounts to company tools and apps.

How do I create a team?#

Ready to assemble your team? Here's how it works:

Create a team. Go to our teams page and click the button that says “Create Your Team”. If you don't already have a personal Zapier account, we'll create one for you and set it as the owner of your team. Otherwise, we’ll upgrade the current Zapier account you’re logged in with to a team account and set you as the team's owner.

You can also go to our pricing page and upgrade your personal account to a team account.

Enter the billing information for your team. We'll bill any usage from your teammates to this account. You can also keep billing separate from your contact information if you have a different person, such as your finance department, who should be receiving the invoices.

This option is available in your account settings under Billing & Usage > Invoice Information. Use this handy link to get you there quickly.

Provide a name and logo for your team. Your team's name and logo will appear in any invitations you send and in your team's account switcher. Since members can join multiple teams, it's helpful to name your team clearly and provide a logo so it's easy to identify.

Invite your teammates! Enter the email address for each person you want to invite to your Zapier team. You can invite one person or multiple people by separating emails with a comma or space. If they don't have a Zapier account already, they'll be able to create one for free. If they do have an account, they'll be added as a member of your team when they accept your invite.

There's no limit or cost for adding a team member—to you, or the person you invite.

Transfer your existing Zaps. If you or a teammate have an existing Zapier account that you added to a team, you can easily move your Zaps from your personal account to the team account. This allows the usage of those automated workflows to be billed to the team instead of their personal account.

To move your Zaps, go to the Team settings in your account or select “Move Zaps” from the account switcher when logged into your Zapier account.

How many members can I add to a team?#

As many as you'd like! There is no cost for adding members to your team.

How do I add members to a team?#

You can add team members from your Team Settings page.

What's included in Zapier for Teams?#

Here's the breakdown of what's included in Zapier for Teams:

  • One team, one invoice
    Zapier for Teams uses shared billing to pool together all of your team’s usage on a single invoice. No more headaches of passing around the company card or sorting through multiple employee expenses for their Zapier account.

  • No 'per member' pricing
    Grow your team as big as you need and only pay for what you use. There's no cost for adding teammates—or being a member of a team. With usage-based pricing, Zapier will scale with you and you'll only pay for the Tasks your team uses. This also means team members don’t need to pay for a personal account in order to be part of a team.

  • Usage-based pricing
    With Zapier for Teams, you only pay for what you use. Team accounts are charged at a flat monthly or annual rate and include a pool of Tasks for your team to share—but if you need more Tasks, it’s no problem. Pricing is based on the number of Tasks your team uses and any additional Tasks used will automatically be added to your monthly bill at our per Task pricing. No more paused Zaps for going over limits. No more plans to upgrade. Just focus on growing your business and Zapier will be there for your team.

  • Zapier’s premium features for everyone
    Each member of your team will receive Zapier’s most powerful automation features, including:

  • Private folders
    Team members get their own private folders within the team to store their private Zaps. Team owners can see how many Zaps and Tasks a member uses but can't see or edit another member's Zap. And since each team member will have their own login, teams can also take advantage of two-factor authentication to add an extra layer of security.

  • Easily track team usage
    Team owners can see the Zap and Task usage of each team member in the team settings. If your team uses more than the included pool of Tasks, owners can see what the predicted number of Tasks will be based on previous usage in your team’s account settings.

  • The power to automate everything
    With teams, there is no limit to the number of Zaps you can create. Create 10 Zaps or 1,000—we’re giving you the freedom to automate the tasks that make your business run.

  • Bring your existing Zaps
    Got a bunch of Zaps already in your personal account? No problem! Easily move all or some of your Zaps from your personal account to the team account with the click of a button.

  • Share workflows with your team
    Use shared folders to share access to Zaps and collaborate with your teammates. All team members will be able to view, edit, or copy a Zap that is shared with the team.

  • Share connected accounts
    Connect a shared account to your team’s favorite tools, like Typeform, Intercom, WebMerge, or Pipedrive, so everyone can use them in their workflows—without the need to share login credentials.

Do I need a paid plan to be part of a team?#

No. One of the main benefits of Zapier for Teams is that all of the usage by team members is covered by the team account. If you're a member of a team, you do not need to pay for a Zapier account.

Note: If you plan to store Zaps in your personal account instead of in your team account and you want to keep the premium features like Multi-Step Zaps or Premium Apps for those Zaps, then you would need a paid plan for your personal account.

How does team billing work and what happens if my team uses more than the included Tasks?#

With Zapier for Teams, you only pay for what you use. Team accounts use usage-based pricing and include a pool of Tasks that all of your team members share each month—but if you need more than that, it’s no problem. Pricing is based on the number of Tasks your team uses and any additional Tasks used will be automatically added to your monthly bill at our per Task pricing. No more paused Zaps for going over limits. No more plans to upgrade. Just focus on growing your business and Zapier will be there for your team.

Will I be able to share Zaps with members?#

Yes! Team accounts allow you to create shared folders that will share access to Zaps with your entire team. Teammates can view, edit, or copy any Zaps in a shared folder.

Any Tasks from a Zap in a shared folder will also be viewable in the Task History.

Can I share an entire folder of Zaps with my team?#

Yes! You can share an entire private folder with your team. This is great if you want to share multiple Zaps at once, rather than sharing them one-by-one.

When you share one of your private folders, you will turn that private folder into a shared folder and give your team access to all the Zaps inside it.

How to Share a Private Folder of Zaps with Your Team:

  1. Hover over the private folder you would like to share with your team and click the gear icon that appears.
  2. In the dropdown, select Share to share the entire folder (and all Zaps inside) with your team.
  3. If any of the Zaps in the folder use a private app account, such as your personal Slack or Gmail account, you will see a warning message notifying you. If you're ok sharing information from your private apps with your team then click the Share Folder button to share the folder.

    If you don't want to share the information from those private apps, then either move those Zaps to a different folder before sharing or update those Zaps to use a shared connected account instead of your private account.

Note: You can only move a folder of Zaps from private to shared. If you want to unshare a Zap, you will need to individually move them back to a private folder.

Can I use my existing account with Zapier for Teams?#

Yes, you can create or join a team using your existing personal account.

When a team is created, we upgrade your existing personal account to a team account and set you as the owner of your team. If you don't have a Zapier account, then you can still create a team and we'll create a Zapier account for you and assign it as the team owner.

When you create or join a team, you can:

  • Move Zaps between your personal account and any teams you're a member of
  • Switch back and forth between your personal account and team you're a member of (Zapier will remember the last account you used and default to that account the next time you log in)

Note: Team owners that create a team will not see an account switcher (unless they’re a member of another team) since their personal account was upgraded to the team account.

Can I move a Zap between my personal account and a team account?#

Yes, you can!

  1. Select “Move Zaps” from your account switcher, or go to Settings > Team and click Move Zaps into this account
  2. The "From" account is the one that has the Zaps you want to move. The "To" account is the one you want to move the Zaps to. Select the accounts you want to move Zaps.
  3. Below you will see a list of folders from your “From” account. You can select all Zaps in that folder by checking the box beside the folder name, or you can click the down arrow to the right and select only specific Zaps to move. Select the Zaps you’d like to move.
  4. Click the “Move these # Zaps” to move your Zaps to your other Zapier account.
  5. You're almost done. Depending on how many Zaps you are moving, it can take some time before the process is complete. Don't navigate away.
  6. Once the move process is done, you can view the Zaps that were moved in your “To” account's dashboard.

What can owners and members do within a team?#

The team owner is the person who created the team. Owners and members are able to do the same things, with the following exceptions:

  • Owners are able to change billing settings
  • Owners are able to view usage by team members

Any team member can invite someone to join the team.

How do I transfer Ownership of a team?#

If you created a team but want to change the ownership of the account to a different team member, you can transfer your ownership in the team settings.

While logged in, go to Settings > Team to view all the members of your team. Click the “Transfer Ownership” button and select the team member you would like to make the team owner.

If the existing owner does not have a separate personal account, a new one will be created for them and set as a member of the team.

How do I invite people to my Zapier team?#

You can invite people to your team from the team settings page by going to Settings > Team and entering the email address for the team member you want to invite.

You can invite multiple team members at once by using commas or spaces to separate each email address.

People you invite to join your team will receive an email notifying them about the invite and provide a button to accept the invite. If they don't have a Zapier account already, they'll be able to create one for free—or, if they do have an account then they'll be added as a member of your team when they accept your invite.

There's no limit or cost for adding a team member—to you, or the person you invite.

How do I know the identity of the person inviting me to a team?#

We only let people with confirmed email addresses send invites to other people. This means that when you receive an invite to join a team, we make sure it's clear what the email address is of the person sending you the invitation. This way you can determine whether or not they're someone you trust.

Note: We take every effort to make sure you know the person sending you an invite is actually who they say they are. However, you should always make sure to confirm with your team members if you receive an email from an address you don't recognize or a general email address (using @gmail.com, @yahoo.com, @aol.com, etc.) that doesn't use your company domain.

What happens when I remove a member from a team?#

If you remove a member from your team, they will no longer be able to access their private Zaps, Zaps in shared folders, or private and shared connections. Also, all of their private Zaps will be turned off.

Any Zaps shared with the team will remain shared and turned on, but will continue to be "owned" by the removed member. These Zaps can be viewed, edited, or copied by others on the team.

Any Zaps shared with the team that use the removed member’s private connected accounts will remain turned on and continue to work as normal. We recommend updating any Zaps using private connections to use a connected account owned by the team.

If you re-invite the member using the same email address, they will see their existing private Zaps again once they accept the invitation. This allows you to remove members temporarily and re-enable their access by inviting them with the same email address.

How do I make sure our Zaps keep running and our data remains secure after someone leaves our company?#

With Zapier for Teams, you can use shared folders to share important Zaps (our term for workflows) that your team relies on. This way if someone is temporarily out of the office or leaves the company permanently, your business process isn't interrupted.

Moving a Zap into a shared folder makes is accessible by everyone in the team. This makes offboarding employees easier because rather than resetting shared login credentials, you can simply deactivate their account. Once deactivated, they will no longer have access to any of the shared Zaps or connections in your team.

What information is shared with team owners?#

Team owners are able to see the following member information:

  • Name, email, and avatar
  • Number of live Zaps
  • Number of Tasks used in the current billing period

Owners are not able to see any of the Zaps, connected accounts, or Task History belonging to a team member—unless the team member shares a Zap or account with the team.

Can team members see my private data?#

Any Zaps you and your team members create in private folders are private. Only the creator of a Zap in a private folder can view and edit them.

Additionally, the team owner can see how many Zaps and Tasks each member has used, but they cannot see the specific Zaps in a private folder or make changes to another member’s private Zap.

Moving a Zap into a shared folder will give team members access to your Zap and make information that passes through your workflow viewable. For more information, view When I share a Zap with my team what exactly can they do?

When I share a Zap with my team what exactly can they do?#

Sharing a Zap by moving it into a shared folder means that your other team members will have access to view and edit your Zap. They'll be able to add, remove, and modify the steps in your workflow.

The only exception is if a step in the Zap uses a private connected account. Team members will not be able to edit the settings or configuration of a step that uses a private connected account—they can only view it. Only the owner of a private connected account will be able to edit the steps in the Zap using that connection. However, all other steps in the Zap that use shared connected accounts would remain editable by your team.

Note: If you need to edit a step in a Zap that uses a private connected account (and you're not the owner), team members have the option to unlock the step by changing the account used to a shared connected account or their own private connected account.

What happens if a shared Zap uses my personal account to an app?#

Ah, we're glad you asked!

If you have a Zap in a shared folder that uses one of your personal connected accounts, such as Gmail, Slack, or another app, that Zap will still be accessible by your team. However, any steps in your Zap that use your personal connected account will not be editable by your team.

Team members will only be able to edit steps in a Zap using a shared connected account or their own personal connected account. Any steps in a Zap using connected accounts that are not shared with them will be viewable but they will not be able to edit.

If a team member needs to edit a step using a connected account that they don’t have access to, they can update the Zap to use a different account, such as a shared connected account. This will then allow them to edit the settings and configuration of the Zap step.

What happens if I use a Private Account in a Zap shared with my team?#

If you move one of your Zaps that uses a combination of shared Connected Accounts and private Connected Accounts into a shared folder, your team members will be able to view the Zap and edit the steps using shared connections.

For example, let's say you created a Zap with your personal Gmail account and your team's shared Dropbox account so that you could automatically save attachments into your team's Dropbox folder. You want to share this Zap with your team so you move it into a shared folder.

Once in a shared folder, team members will be able to view and edit this Zap. However, they will not be able to edit the settings or configuration for the step using your personal Gmail account—only for the step using the shared Dropbox account.

Note: Since your Zap using your personal Gmail account is in a shared folder, team members will still be able to view all information from your Gmail account in the Task History (including filtered Tasks) and as sample data when testing the connection for the Zap.

How do I know if my Zap is shared with my team?#

If your Zap is in a shared folder, your Zap is shared with a team. Once shared, you’ll notice on the dashboard that your Zap displays your avatar indicating that you’re the owner of the Zap. Zaps that you don’t own will show the avatar of the team member who created the Zap.

In the editor, you will also see a “Shared” label at the top beside the switch to turn the Zap on or off.

How do I know who owns a Zap?#

Zaps in a shared folder will display an avatar of the creator or owner of the Zap. You can hover your mouse over the avatar to see the name of the team member who owns the Zap.

If a team member does not have an avatar, we’ll display their initials as their avatar.

What are shared connected accounts?#

When you add an account to Zapier for an app or tool you use, such as Typeform,you are creating a connected account. This allows you to use this account to create workflows. By default, only you will be able to use this account in Zaps.

Sharing a connected account with your team makes that connected account available for everyone on your team. This allows them to build Zaps with the shared connected account without the need for login credentials to that app account.

This is handy if you have company accounts to common tools like Pipedrive, Intercom, or WebMerge so that everyone is able to access the information from those tools in their workflows.

Note: We suggest only sharing accounts to apps that you feel comfortable with everyone on your team having access to. For example, instead of sharing a connection to a private email account, create a shared email account (ie. zapier@yourcompany.com) that you're comfortable giving other people access to and add that as a shared connected account.

Can my team share access to a Connected Account without sharing the login credentials?#

Yes. With Zapier, you can create a connection to an app or tool (we call this a “Connected Account”). If you're a member of a team, you have the option to keep this connection private (only you can use it) or you can share it with your team (anyone on the team can use it).

When you share it with your team, this lets any team member use the Connected Account in their Zaps (our term for workflows).

This is especially useful when someone is setting up a Zap for someone else or when you need to edit a Zap because your co-worker is on vacation. Gone are the days where you have to physically take your computer over to their desk and ask them to login. (Or worse, send login credentials over unsecure connections. Don't do it!)

What can my team members access when I share a Connected Account?#

When you share a connected account with your team, everyone on your team will be able to view and edit information to that particular app connection.

This means that team members can:

  • View information sent through the app in the Task History or when using sample data to test a Zap
  • Use the shared connected account in their own Zaps—both private and shared—to access or update information
  • Edit steps in a team's Zap that uses the shared connected account

For example, sharing your connection to an email account would let anyone read emails to that account or send emails from that account.

We suggest only sharing accounts to apps that you feel comfortable with everyone on your team having access to. For example, instead of sharing a connection to a private email account, create a shared email account (ie. zapier@yourcompany.com) that you're comfortable giving other people access to and add that as a shared connected account.

How do I unshare a Connected Account?#

If you no longer wish to share a connected account with your team, you can easily unshare the connection by following these steps:

  1. Go to you Connected Accounts
  2. Find the account that you no longer want to share with your team
  3. Click the “Unshare” button
  4. A message will appear to confirm you want to unshare this account with your team.
  5. Click “Unshare Account” to complete the process.

Your connected account will no longer be shared with your team members or be displayed as an option for them to use in their Zaps.

Note: Any existing Zaps that were using your shared connected account will still use your connected account. The steps in these Zaps using your private connected account will be restricted to team members and only editable by you. However, information from your connected account will still be viewable to team members in these Zaps. To completely remove access to your private connected account, you must go to each Zap that is using your account and update the Zap so it uses a different connected account.

What happens when I unshare a Connected Account?#

Unsharing a connected account removes all access from your team members.

Team members will no longer be able to:

  • Use the connected account in their private Zaps
  • Use the connected account in Zaps shared with the team
  • Edit steps in Zaps shared with them that use the connected account

Note: Any existing Zaps that were using your shared connected account will still use your connected account. The steps in these Zaps using your private connected account will be restricted to team members and only editable by you. However, information from your connected account will still be viewable to team members in these Zaps. To completely remove access to your private connected account, you must go to each Zap that is using your account (displayed in step 5) and change the Zap so it uses a different connected account.

Can I share a personal Zapier account without sharing my username and password?#

No. But that's exactly why we create Zapier for Teams.

Zapier for Teams allows you to create a team and invite multiple team members. Each team member will have their own account with their own username and password. Team members can then use shared folders to share access to Zaps (our term for workflows) that they've created.

My colleagues and I share a Zapier account. How can we enable two-factor authentication?#

Zapier for Teams is designed exactly for this situation. Each team member will have their own account with their own username and password. This way you can each enable two-factor authentication (2FA) on your account.

By being members of the same team, you will be able to continue sharing access to Zaps by using shared folders.

Can I set permissions on a Zap or make it read-only?#

Not yet! This is something we're currently looking into.

Currently, when you move a Zap into a shared folder, all team members are able to view and edit the Zap.

Note: Team members will only be able to edit the steps in your Zap that use a shared Connected Account. Team members will not be able to edit steps that use one of your private Connected Accounts.

Can I set permissions on a shared folder or make it read-only?#

Yes, you can hover your mouse over a shared folder to bring up the permission settings.

By default, all members on the team will be able to see Zaps in a shared folder, but you can toggle this off and set permissions on an individual basis.

Note: The Team Owner, Team Admins, and Folder Creator will always have access to the Shared Folder so you won't be able to see those in the members available to share with.

Note: Team members will only be able to edit the steps in your Zap that use a shared Connected Account. Team members will not be able to edit steps that use one of your private Connected Accounts.

How can I tell who last edited a Zap in a Shared Folder?#

At the moment, there is no change log or record of which team member edited a Zap.

This is something we're currently working on and will be coming soon!

Zapier for Teams is missing a feature, who should I tell?#

We're actively working on making Zapier for Teams better—but we'd love your help!

What we have today is just the start. If you have ideas or feedback on how we can make it better, shoot us a message here!