Getting started

Embed pre-built automations directly into your product.

Zap templates let you showcase ready-to-use workflows that highlight your app’s most powerful use cases. By embedding the Workflow Element, you can surface these templates in your product - helping users discover, customize, and activate automations without ever leaving your experience.

Looking for an AI-native way to create dynamic workflows? Explore the Zapier Agent Template.

Prerequisites

• 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 Zapier 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.