+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:

Check out our automation training programme

And finally, if you’re really keen to transform your business using automation, then visit the Solvaa Automation Academy. Our signature training programme, ‘Simple Automation Blueprint: Zero to Hero’ is aimed at anyone who wants to learn the fundamentals of business process automation from the experts – a sure-fire way to recession-proof your business.

It’s an 8-week blended learning course with on-demand videos, templates, resources and weekly group coaching sessions. And it’s more than just a Zapier course (although we do show you how to use Zapier like a pro) as you’ll learn about Process Mapping, Business Process Improvement and Business Process Management too – principles that can be applied to other areas of business too! 

Whether you are a complete novice or have been using Zapier for a while, our programme is for you. It’s perfect for individuals and teams in micro, small and medium-sized businesses, including solopreneurs, consultants and freelancers. You’ll have access to our experts and can participate in live calls where you can ask all your burning questions, as well as hands-on workshops to keep you on track with implementing your new skills. We run regular cohorts so there will be an opportunity for everyone to participate.

Our head trainer, Kelly Goss, is a specialist in business systems, process improvement and automation, and one of less than 100 Zapier Certified Experts in the world. Kelly has many years’ experience in optimising systems and processes, and implementing automations for clients and is now passing on her knowledge to students through our trademarked ‘4-Step Solvaa Automation Methodology®‘. 

Find out more via our dedicated Solvaa Automation Academy website.

 

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.

 

 

Related Posts

Decorative image - The featured image for the Solvaa blog post "AI-tomation: How Zapier is using AI to make automation easy Part 5 - Wrapping up and looking forward"

AI-tomation: How Zapier is using AI to make automation easy – Wrapping up and looking forward

In this series about AI automation, we've been exploring how Zapier is weaving AI throughout it's product to enhance user experience and power up automation.   If you missed our previous posts, you can find them here:  Part 1: An overview of AI in Zapier Part 2:...
Decorative image - a header for the Solvaa blog post "Mastering Meeting Efficiency: How Automation Can Make Meetings Better"

Mastering Meeting Efficiency: How Automation Can Make Meetings Better

Meetings. A vital yet often frustrating feature in the landscape of business. Not many people look forward to meetings (there's a reason that "This could have been an email" is now a phrase so viral you can find it on mugs, t-shirts and more), and even fewer enjoy...
Featured image for blog post: AI-tomation: How Zapier is using AI to make automation easy. Part 4: No code? No problem. Build an AI chatbot using Zapier.

AI-tomation Part 4: No code? No problem. Build an AI chatbot using Zapier.

Zapier's chatbots feature has graduated from its first version into beta, so if you've been thinking about creating your own AI chatbot, now's a great time to take the plunge! In this article, we'll cover how to create your chatbot and everything else that you need to...
Blog featured image for Solvaa blog post Using business automation software and excited to automate something new? Do these things first!

Using business automation software and excited to automate something new? Do these things first!

In the ever-evolving landscape of business processes, automation has become the cornerstone of efficiency and productivity. In this post, we'll delve into the art of enhancing your existing automation infrastructure by seamlessly integrating new automations into the...
Blog featured image: How to seamlessly weave automations into your process mapping

How to seamlessly weave automations into your process mapping

A process map is a visual representation of a workflow; they're useful for helping you identify issues and areas of improvement in your procedures. Process mapping also allows you to share and teach procedures across an organisation. Our previous post goes into more...
Solvaa blog post title image for post "New low-code features from Zapier bring automaton power to the people."

New low-code features from Zapier bring automation power to the people

Have you ever been frustrated when a Zapier app integration doesn't have the action you need? Or perhaps you have Zaps filled with webhook steps, and only the most technical people in your team know how to update or edit them? Zapier has built low-code features App...
Solvaa blog header image: Automate sales and marketing to make your holidays more jolly

Marketing and Sales Automations to Make Your Holidays More Jolly

Between Black Friday, Thanksgiving, and the holidays, November and December are busy times for businesses. Your busiest days may be yet to come, but if you want to get ahead, you need to start preparing as soon as possible. This post offers tips for automating and...
Header image for the Solvaa blog post AI-tomation: how Zapier is AI to make automation easy. Part 3 - AI apps to turbocharge your Zaps

AI-tomation: how Zapier is using AI to make automation easy

Welcome to the third instalment of our series on leveraging artificial intelligence (AI) with Zapier. In this edition, we explore different ways Zapier supports AI, like OpenAI and ChatGPT. This blog post shows how 'generative AI' and automation can increase...
Blog title image "There's an app for that, but do you need it?"

There’s an app for that, but do you need it?

From lead management to turning on the office coffee machine, there's an app for everything these days. When a task or process is time-consuming or difficult, it can be easy to jump straight to looking for something to do it for you. It's worth taking time to pause...
Solvaa blog header image: AI-tomation: How Zapier is using AI to make automation easy. Part 2 - Using AI to create Zaps and Zap actions

AI-tomation: how Zapier is using AI to make automation easy

Part 2 of our series of blogs on using AI in Zapier will delve into using AI to create Zaps and Zap actions. If you missed Part 1, which gives an overview of all the places that you can find AI in Zapier, check it out here: Part 1 - An overview of AI in Zapier In this...
Solvaa blog image header AI-tomation: How Zapier is using AI to make automation easier. Part 1 - An overview of AI in Zapier.

AI-tomation: how Zapier is using AI to make automation easy

Artificial Intelligence (AI) has revolutionised the way we do business. With so much potential, apps are increasingly building AI into their product. Zapier, the popular automation app, is no exception. This is the first in a series of blog posts that will explore the...
The head image for the blog post showing a photo of a calendar on a yellow background. Next to the calendar is the Solvaa Automation academy & consultancy logo. Under that are the logos for the Calendly and Zapier apps.

Create a Zap for rescheduled Calendly events by adding one simple step

When you're using Zapier, it can be frustrating if the trigger or action you need doesn't exist. If you're technically minded, you may be able to build your own, but sometimes there's a simpler solution. If you're using Calendly with Zapier, you'll know that there...
A man typing on the laptop with floating email icons

Client Success Story : How Summerley Recruitment automated their email chasers and saved hours of manual work every week

We love sharing customer automation success stories with you because it shows how other businesses are using Zapier, and how a sprinkle of Kelly’s wisdom can be a total game-changer. Summerley Recruitment is a busy recruitment agency which spends the winter months...
Close-up of a woman using a portable credit card reader, holding a receipt which is being printed.

How to automate your sales funnel and win more business

Your sales cycle is one of the most important functions in your business so it's vital that it is efficient so that you can convert more sales and win more business. We have already covered how to automate your marketing tasks so this article concentrates on pushing...
Confused businessman standing at a crossroads with options to go left for Robotic Process Automation or right for Business Process Automation.

Which type of automation tools suit a small to medium sized business?

Automation is nothing new, with the first robot invented over 100 years ago (credited to Leonardo Torres y Quevedo for inventing a machine for playing chess if you're interested!), and manufacturing businesses first adopting the use of robots in their physical...
A group of young business people raising their hands in a business meeting.

Who would benefit from the Solvaa Automation Academy training programmes?

If you'd love to jump on the automation bandwagon but struggle to navigate the myriad of information you find online, then we can help. Even if you have dabbled with Zapier you might be worried that you're doing it wrong or are not 100% sure that you're using the...
A man's hand hovering over a laptop keyboard with the screen showing available appointment slots for a meeting.

How calendar apps can help you be more productive when booking meetings

 One of the biggest time sucks in business can be all the to-ing and fro-ing that you get when you're trying to organise a meeting with someone. You start by saying you're available on Mondays and Tuesdays, they then suggest a Tuesday, but you have a dentist...
Jigsaw pieces which have text for the benefits of automation and a separate piece which says Automation Blueprint, as a concept of the blueprint being the missing piece of the jigsaw.

Our automation blueprint : the perfect way to learn how to use Zapier

  We often talk about the benefits of business process automation but do you find the idea of automation a bit daunting? You may be keen to improve business performance, reduce human error and get rid of all the boring mundane tasks but wonder where on earth to...
Closeup of a man's hand over a laptop keyboard with a blank blue screen and folder and document icons floating over the screen.

How to boost productivity using Zapier to automate Google Docs

Creating documents is something that most businesses do every day, and it can be a time-consuming, manual task which is prone to error when the text or data is input incorrectly. Copying data from one app to another is so inefficient and the time wasted could be...
Close-up of a businessman's hand placing the roof on a house made out of building blocks.

How can I use Zapier’s Sub-Zap feature to save time with automation?

One thing we love about Zapier is how it is constantly evolving and introducing new features, like the new Sub-Zap function. Sub-Zap by Zapier is one of the built-in tools which Zapier developed to supplement the functionality that your other business apps provide....
Automate ebook

Get our free ebook

Learn about how business process automation with Zapier can help you to run your business on autopilot. The ebook is packed with real-life examples, use cases, and success stories. Whatever kind of business you have, you can use automation to help you work smarter, not harder.

Thanks! Your ebook is on the way.

Pin It on Pinterest

Shares