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You're reading from  Automate It with Zapier and Generative AI - Second Edition

Product typeBook
Published inAug 2023
PublisherPackt
ISBN-139781803239842
Edition2nd Edition
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Author (1)
Kelly Goss
Kelly Goss
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Kelly Goss

Kelly Goss is a process automation specialist and company director for Solvaa, a cloud-based automation consultancy. She has worked across multiple industry verticals for providing Zapier consultancy, digital process improvement, process mapping and process automation solutions. Kelly is a Zapier Certified Expert and a speaker at multiple events related to automation.
Read more about Kelly Goss

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Deleting, duplicating, pasting, reordering, and renaming steps in your Zaps

As you become more familiar with building multi-step Zaps, there may be times that you want to delete, duplicate, reorder, or rename the steps in your Zaps. To do this, choose a step that you would like to perform the relevant action on, select the three-dots icon to reveal a drop-down menu, and select the option. This is shown in the following screenshot:

Figure 6.11 – Managing a step in a Zap in the Classic Editor

Figure 6.11 – Managing a step in a Zap in the Classic Editor

Important note

In the Visual Editor, the Outline section does not exist in the left-side panel, therefore, all actions would be performed by clicking on the three-dots drop-down menu in the step. You will also notice that the Reorder option is also not available in the drop-down menu as you can drag and drop steps within the main editor section.

Steps can also be managed by selecting the three-dots icon next to the step to reveal a dropdown and searching...

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Automate It with Zapier and Generative AI - Second Edition
Published in: Aug 2023Publisher: PacktISBN-13: 9781803239842

Author (1)

author image
Kelly Goss

Kelly Goss is a process automation specialist and company director for Solvaa, a cloud-based automation consultancy. She has worked across multiple industry verticals for providing Zapier consultancy, digital process improvement, process mapping and process automation solutions. Kelly is a Zapier Certified Expert and a speaker at multiple events related to automation.
Read more about Kelly Goss