Workflow Element Demo
Capabilities
The Workflow Element is the easiest and best way to bring automation to your users, with customizable features that allow your users to discover, use, create, and manage automations without ever leaving your product.Discover
Take advantage of Zapier’s extensive and industry-leading app directory by embedding a customized version of Zapier’s App Directory. Users can search through thousands of available apps to pair with yours and see popular workflows at a glance. Our generator allows you to customize the number of apps that are displayed and allows you to exclude apps by name or by app category.Give your users instant access to over 7000 integrations
Use
Easily surface pre-built zap templates in your product for your users to use. You can surface the most popular zap templates for your app, or choose specific zap templates to showcase.Showcase pre-built zap templates in your user flow
Create
When clicking on a template or app listing, a modal opens up within your site, prompting users to log in or sign up if they don’t have a Zapier account. Enable Quick Account Creation to make this even simpler for users. Once done, the Zap Editor will open on this same modal, and users can create Zaps.Allow your user to create and edit Zaps without leaving your products
Manage
Once users have created Zaps, they’re able to see them directly inside your product. They can view their Zaps and see their status at a glance without ever having to leave your productAllow your users to manage their Zaps right from your app
See more ways our partners have used the Workflow Element in our Embed Gallery
Prerequisites
In order to embed the Workflow Element:- Your app has to have passed the review process and is Published in the Zapier App Directory, i.e. your app is in the Beta or Public stage.
- You have created Zap templates for your app, and they have been reviewed and made public
How to Embed the Workflow Element
1
Add your domains
The Workflow Element uses iframes, which are blocked by default for security purposes. Provide us with a list of domains you intend to embed it in and we’ll permit these specific domains. Head to the Zapier Developer Platform, find your app and select settings to get started.
Adding domains is a required security measure.
2
Navigate to the Workflow Element in the Developer Platform
You can configure your embed and select your app.
3
Customize your embed
Using the sidebar panel in the tool, customize your embed. When it’s ready, click Generate Code.
Use the options on the left panel to customize your embed.
The preview shows what your embed looks like for a user logged in to Zapier. The Intro to Zapier is only shown to Zapier users who are not logged in. This is why if you toggle to show the Intro to Zapier, you will not see it appear in the preview, but your users who are not logged in to Zapier will see a short section explaining Zapier at the top of the embed.
4
Copy the code and place the embed anywhere in your product ✨
As the sample above shows, you can choose from a variety of code samples & guides to copy right over to your product.
5
Review our security practices
To ensure a consistent experience for your users and avoid common challenges, it’s worth reading over our Security Practices.
Consider augmenting with Quick Account Creation - it makes signing up to Zapier more seamless. Users are able to bypass signup and onboarding and and jump right into creating a Zap with your integration with the click of a button. Note, Quick Account Creation only works if your embed is behind a login wall.
We do not support iframes inside of iframes. If you try to embed the Workflow Element in an iframe, links will open in pop ups rather than in an iframe.