+44 203 287 0899 info@solvaa.co.uk
A draft stamp on its side with the word DRAFT with the orange Zapier logo.

If you’ve ever had to tweak one of your Zaps then you’ve always had to turn it off first, which is always a worry as you may be missing vital automations which should be triggering while you work on it.

So, when we received an email from Zapier inviting us to take part in a beta test for Zap editor DRAFTS feature, we were really excited and couldn’t wait to find out more!

Read on for a sneak peek into the world of being able to edit Zaps without worrying about losing anything!

 

What is the Zap editor Drafts feature?

Zapier’s new Drafts feature means you can edit Zaps without turning them off, so your critical workflows will keep running in the background.  It means you can edit Zaps and relax that your automations will carry on working and nothing will be interrupted.

For clarity, the new feature is different from draft Zaps, which are when you create a new Zap but don’t finish it or turn it on.   They may have a missing trigger or action step, or both.  These Zaps stay as ‘drafts’ in your list of Zaps, allowing you to edit or publish them at a later date.

 

How does the Zap editor Drafts feature work?

What usually happens when you click on one of your Zaps from your dashboard to edit it is that it stops running.   When you have finished your amendments, you are invited to turn the Zap back on and then it will start running with the edits you made.

If you have signed up for Zap editor Drafts feature then when you click on the Zap, it only allows you to view it in read-only mode.  You can check your trigger step, look at the actions, but you won’t be able to change anything.

In order to update your Zap you should click on one of the new blue ‘Edit’ buttons.  There’s one in the top right-hand corner of the screen and one in the middle at the bottom.

Screenshot from the Zapier zap editor with red boxes around the ‘Edit Zap’ blue buttons.

When you click on one of the Edit buttons you create a draft of the Zap while it keeps running in the background.  You are then free to make any changes at your leisure and once you’re finished you can click the new ‘Save & exit draft’ button in the top right-hand corner of the screen.

When you have clicked ‘Save & exit draft’ the draft is saved but will not be live. When you click on ‘publish’ your Zap is republished with the new version and you return to a read-only view of the Zap.  If you need to change anything again, simply click the blue ‘Edit’ button as you did before.

 

When can I use Zap editor Drafts feature myself?

We’re not sure whether everyone can use the new zap editor drafts feature but here is a link to the Zapier announcement which includes a link where you can take part.  It says that ‘selected existing users’ have been invited to participate but it could be that anyone can give it a go.  If you follow the link then you simply need to log into your Zapier account and, hey presto, you can use Zap editor Drafts feature!

We’d love to hear what you think of the feature and whether you’ve found it useful.  Tell us in the comments or on social media!

 

Find out more

If you’d like to find out more about no-code workflow automation, then we have plenty of free resources:

  • Our free e-book is the perfect introduction to business automation.
  • Our YouTube channel features Kelly showing you how easy it is to automate various business processes.
  • Our Zapier functions cheat sheet delves into the powerful inbuilt helper apps which can supercharge your automations
  • Our founder, Kelly Goss, has a new book called Automate It with Zapier. It’s out now and is the most comprehensive Zapier guide on the market. It will get you up and running and to the stage where you can build and debug advanced automations.  Buy your own copy today direct from publisher Packt using this link.  Or here are links to Amazon (.co.uk) and Amazon (.com) if you prefer.

 

Other helpful articles

These articles will help you understand more about how automation can benefit your business:

 

And finally, if you’re really keen to transform your business using automation then we will be offering a training course which starts in Q4 of 2022.  You can join the wait list below to keep up to date with the latest news.

 

Read more about how our certified experts use Zapier workflow automations to simplify processes and increase efficiency.

Solvaa is a process and automation consultancy specialising in improving sales, operations and financial administration workflows. We help you to simplify and streamline existing processes, integrate your business tools to make data transfer more efficient and automate manual tasks to increase productivity. We are Zapier Certified Experts, Pipedrive Certified Experts and Xero Certified Advisors. 

Contact us today to discuss how Solvaa can help you simplify, improve and automate all aspects of your business with Zapier to save you time, reduce costs and keep you agile as you grow.

 

 

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