1. Plan Your Zapier Integration
No app can do everything on its own. The best apps are instead focused on their core features, then rely on integrations with dozens of other great apps to do the rest. That is what the Zapier platform enables. It brings the best of every app together.
A Zapier integration connects your app to 1,300+ of the best business and productivity apps so millions of Zapier users can add it to their workflows.
If you haven’t yet, please read How Zapier Works and set up a few Zaps to get a sense of the user experience.
Then, before you start building, think through how your Zapier integration will work, and plan out what triggers and actions to build.
Building on the Zapier platform is different from other platforms. Instead of defining an entire app’s end-to-end user experience, you’re creating discrete triggers and actions .
However, it is similar in the sense that end user experience still matters a lot. Simply building triggers and actions from your public API endpoints isn’t enough. You’ll want to strongly consider workflows your app will support and what the user experience looks like while setting up a Zap with your app.
The most successful integrations on Zapier only have two or three triggers and actions to start. You can always add more over time as users request them. If you need help figuring out what might be useful to your users, you can browse the App Directory for similar apps and see what triggers and actions are supported.
Start out by reading through our Zapier Integration Planning guide, which includes the guidelines and considerations needed when building a Zapier integration:
- How to Brand Your Zapier Integration
- How to Design Successful Zapier Authentication Flow
- How to Design Successful Zapier Triggers
- How to Design Successful Zapier Actions
- How to Design Successful Zapier Searches
Learn From Popular Zapier Integration Categories
Each type of app has its own special considerations on Zapier. Form apps, for example, need to return values from multiple choice questions, while CRMs need to manage a wide variety of related data. Check our category-specific guides to learn from these best practices before building your app’s Zapier integration.
- Add a Form or Survey App to Zapier
- Add a CRM or Contacts App to Zapier
- Add a Project Management App to Zapier
2. Build Your Integration
Building a Zapier integration means keeping one eye on the technical bits and one eye on the user experience.
Some of the best Zapier integrations are built when pairing an engineer and a product manager together. But anyone can build a Zapier integration, as long as you follow the guidelines in our integration design guide and developer docs.
There are two ways to build Zapier integrations on Zapier’s Platform:our UI-based visual builder or CLI. The visual builder lets you create a Zapier integration in your browser without code—then can customize the integration with code if needed. The CLI, instead, lets you build integrations in your local development environment, collaborate with version control and CI tools, and push new versions of your integration from the command line. Both run on the same Zapier platform, so choose the tool that fits your workflow the best.
Learn how to use the Zapier Platform with our visual builder Quick Start tutorial or our CLI Quick Start tutorial. Then visit zapier.com/app/developer or enter
zapier init in Terminal to build a new integration.
Test Your Integration
While you’re building your integration, it’s best to test authentication, triggers, and actions as you add them to your app. In Platform UI, you can test each step live in the editor as its built. With both Platform UI and CLI, have a separate tab open in your browser to the user-facing Zap editor, then refresh anytime you add a new trigger or action to test it live immediately.
Note: You may have to refresh a few times for new triggers and actions to appear.
After you’re done building, you will want to invite users to try your integration before making it available to a wider audience.
Invite Others to Help Test Your Integration
As you’re getting close to finishing development, you’ll want others to try out your app using Zapier. You can invite co-workers or your users to provide feedback. Invitees must have a Zapier account, which they can create for free during the invite process.
You can invite people directly to your integration from Zapire’s Platform UI, whether you built it in the Platform UI or CLI. Open Zapier’s developer platform at zapier.com/app/developer, select your app, then click the Visibility tab on the left. There, you can enter contacts’ email addresses to invite them to your integration, or can copy a public invite link to share privately with those who you want to test.
When users accept your invite or click the link, they’ll see a page that explains that you have invited them to your app, covers some common questions about Zapier, and explains that you will support your app while in beta.
After accepting the invite, users will land in the Zapier editor, where they are prompted to build a Zap with your product.
It’s a good idea to reach out to the users you invited and check in on their experience using your integration with Zapier so that you can identify any problematic usability issues.
Manage Your Integration Vesions
As you work on your integration, start getting feedback from testers, and eventually release it to the public, you will want to add and change things over time. Zapier’s Platform UI and CLI both support versioning to make minor or major versions of your integration. Each version is kept separate, so you can make changes to your integration without affecting other users.
Find out more in our How to Maintain Your Zapier Integration guide.
3. Enable Early Access
Now that you’re finished developing your Zapier integration, you’re eligible to give your users early access to your integration! Plus, your product will get a dedicated page and be listed in Zapier’s App Directory with an “Early Access” tag to let prospective users try out your integration before it’s officially launched. Just take these steps:
1. Ensure your integration follows the Zapier Integration Development Guide
The Integration Development Guide is written with the user in mind, ensuring a consistent experience across Zapier. Hundreds of companies have launched Zapier integrations and the Integration Development Guide is a list of best practices learned, so your users have the best experience with your Zapier integration.
Your Zapier integration should not have more than 5 of each (trigger, action, or search) at first; we suggest starting with your most popular 2-3 use cases. Later on, we’ll verify the Integration Development Guide is followed.
2. Have at least 1 live Zap for each of your integration’s visible Triggers, Actions, and Searches
Clone your integration and place it into invite-only mode. Doing so provides you a link to share this instance of your Zapier integration with prospective users. To see your number of users per Trigger, Action, and Search, check under the “Visibility” header in your dashboard.
The intention of this step is to ensure any show-stopping bugs are worked out and verify existing user demand. Towards this end, your users should be non-QA emails and external or outside of your company.
3. Prepare your team to support and maintain your integration
Zapier’s support team serves as frontline support for your Zapier integration. If your users find bugs with your integration, we will surface them to your team. We expect your team to promptly reply to those requests from your users and to maintain your integration.
4. Submit your integration for review by the Zapier team
Read our App Review Tips to help you better prepare your integration before submitting it for review. Navigate to the Visibility tab for your app and click the Make this App Public button. Expect to hear from us within a week.
New visual builder:
Welcome to Early Access!
Now you get a page in Zapier’s App Directory and your users can click it to gain early access to your integration.
Note: You won’t yet be able to create Zap Templates at this time. That capability is enabled once your integration receives a beta tag.
What’s the Next Step?
As your integration continues to accumulate users, our team will watch the growth of your integration. We will contact you once your integration reaches 50 users and extend an invite for you to officially launch.
4. Launch Your Zapier Integration
We may invite your company to officially launch your Zapier integration and join the Zapier Integration Partner Program. Once you launch, you will automatically join the free Zapier Integration Partner Program and can access the program’s many co-marketing benefits including:
- A dedicated blog post, email, and social media campaign about the launch of your integration
- Get leads from your page in Zapier’s App Directory
- Exposure within Zapier’s product and on the sites of Zapier’s 1,300+ integration partners
Here are the steps to take to officially launch and join the program:
1. Reach 50 Users to Receive an Invite from the Zapier Team
While your integration is in the Early Access stage, we’ll monitor how it’s performing. When your integration reaches 50 users, our team will get in touch to invite you to start the official launch process. You must receive an invite from our team before you can start the rest of this process.
2. Pass a Final Review and Get a Beta Tag
Estimated time to complete: 2 weeks
Who to involve: Your development team
Once you’ve been invited by the Zapier team, we will conduct a comprehensive review of your integration and provide feedback. You’ll need to make the requested changes via our deploy process (clone, make changes, deploy and replace). If everything looks good, we’ll pass your app to our UX team for a second round of feedback, this time focusing less on the technical aspects and more on the user experience of your integration.
Now, a “Beta” tag will appear above your product’s logo on Zapier during this time. During this time, we will continue to keep an eye on usage and support feedback to check that customers are having a good experience with your integration.
3. Create 10 Zap Templates
Estimated time to complete: 1-2 hours
Who to involve: Your product or marketing team
Zap Templates are readymade integrations or Zaps with the apps and core fields pre-selected. In a few clicks, they help people discover a use case, connect apps, and turn on the Zap. Zap Templates are the fastest way for your users to automate workflows. Think of 10 use cases for your integration, and get started creating 10 Zap Templates for your users.
4. Help Our Team Create Help Docs on Zapier.com
Estimated time to complete: 5 minutes
Who to involve: Your product or marketing team
The Zapier team provides frontline support for your integration and, in order to provide the best experience for your users, we also host help documentation about your integration on our site. Help our support team create accurate documentation by filling out this form.
5. Once You’ve Completed Your Zap Templates, Surface Them In Your Product and On Your Site
Estimated time to complete: 5-10 minutes for an engineering or technical resource
Who to involve: Your product and development team
The best way to ensure users are able to discover how to connect your app to 1,300+ other apps is to surface your integration where your users are looking for it. Using Zapier’s embedding technology, you can present your most popular Zap Templates to your users in your app’s UI, help docs, FAQs, blog posts, and more
There are two ways to add embed your Zap Templates on your site:
Option 1 The Embed Widget: Embed quickly by copying and pasting a simple line of code
Here is an example of what it looks like for MailChimp:
Option 2 The Partner API: Embed in a customized way to fit the style of your product
Our Partner API gives you total control over the look and feel of the Zapier experience inside your app.
Here is an example of how our partner Unbounce implemented the Partner API inside their product:
6. Create Help Documentation for The Integration on Your Site
Estimated time to complete: 1 day
Who to involve: Your support or marketing team
Make sure your users of your Zapier integration can get their questions answered easily. Create help documentation on your site like our partner Autopilot did:
We’ve put together this template to help you get your page up quickly.
7. Create a Marketing Campaign for The Integration’s Launch
Estimated time to complete: 1-2 weeks
Who to involve: Your marketing team
Work with your marketing team to create a launch campaign to let your users know that they can now connect your product to 1,300+ web apps. Marketing campaigns help you get more users on your integration right away, so you can rise the ranks of the Zapier Partner Program more quickly.
Here’s some inspiration from some of our most successful partners:
- Write a blog post about the integration like Evernote did
- Send an email to your users to announce the integration like Wunderlist did
- Send an in-app announcement like Feedly did
- Promote the integration on social media like Hootsuite did
- Feature your Zapier integration in your product’s onboarding sequence like Base CRM does
- Add your Zapier integration to your website’s integration directory like Zoho Connect
Make sure to check out Zapier’s brand guidelines as you’re planning!
5. Get Zapier Integration Support
Once you’ve launched your Zapier integration, you’re enrolled in the Zapier Partner Program and are eligible for a variety of benefits. Congrats! You’ll receive monthly emails from us about how your integration is doing, plus updates on where you stand and what benefits you’re eligible for.
- Have questions about how the Zapier Partner Program works? Check out our FAQ page.
- Curious about how to increase usage and move up levels in the program? Here are some tips on getting more users, according to top Zapier partners.
Have any other questions about the Partner Program? Please email us.