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

Picking data from a list

Have you ever wanted to run a quiz or assign a random result to your participants? Or perhaps you need to assign a support query to a member of your team based on a priority rating. You can easily do this by using the Formatter by Zapier Utilities action event with the Pick from List transform function to choose a value from a list based on its position.

Here are a couple of examples of when you can use this transform option:

  • You might create a single-question fun Q&A that you push out on social media to engage your audience with and drive traffic to your website. You ask them to complete one question in Google Forms, such as "What is your birth month?" and then randomly assign them an "inner mythical beast" based on their answer. You can pick a random result from a list of "inner mythical beast" values, such as Unicorn, Dragon, Pheonix, Kraken, and Pegasus, then display the result on a page on your website.
  • ...