Book Image

Automate It with Zapier

By : Kelly Goss
Book Image

Automate It with Zapier

By: Kelly Goss

Overview of this book

Zapier is an emerging no-code workflow automation technology that enables organizations to connect their cloud-based and web applications and automate data transfer between them. Zapier's built-in features and flexibility allow users to integrate thousands of business applications and create simple to complex automation to reduce time spent on repetitive tasks, thereby increasing productivity. This book is a must-have for business owners, their employees, and independent freelancers and contractors looking to use Zapier for business process automation. The book takes a hands-on approach to implementation and associated problem-solving methodologies that will have you up-and-running and productive in no time while leveling up your automation skills. You'll discover how to plan your automation building for optimal results, what are the native features available in Zapier, and the applications that connect with it, as well as how to optimally configure your workflows to automate your processes in as few steps as possible. Finally, you'll find out how to create advanced workflow automation from scratch and learn how to troubleshoot issues. By the end of this Zapier book, you'll be able to build your own advanced workflow automation using Zapier, addressing the key pain points encountered in businesses with manual and repetitive tasks.
Table of Contents (29 chapters)
1
Section 1: Getting Started with Zapier
7
Section 2: Customizing Your Zaps with Built-in Apps by Zapier – Functionality and Practical Uses
15
Section 3: Using the Features of the Formatter by Zapier Built-In App
21
Section 4: Getting the Most Out of Zapier – Business Automation Examples

Use cases

As mentioned earlier in the chapter, having automations set up to manage various aspects of your Zapier account is most suited to situations when multiple users are accessing Zapier on Team and Company accounts and many processes are being automated. System administrators certainly will want to keep a handle on what is happening in the account to monitor task usage and errors, as well as automatically taking action based on certain criteria.

The most common scenarios would involve creating alerts with your favorite notification tools, such as email or Slack, that trigger on any of the trigger events in either App Status by Zapier or Zapier Manager. Zap errors, halted tasks, and Zaps being turned off, as well as app status alerts, would be the most common for maintenance purposes. However, if you're in a team, knowing when another team member creates a new folder or, more specifically, a new Zap, would be useful. You can then action other steps, such as adding information...