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

Automating accounting processes with the Xero integration

Xero is a popular cloud-based accounting package used by small and medium-sized businesses. With Xero, you can manage your accounts payable and accounts receivable processes, as well as manage expense claims and payroll and track inventory projects. You can create and send quotes, sales invoices, and purchase orders, and you can comprehensively report on your financials. You can also connect payment processing solutions such as PayPal, GoCardless, and Stripe to help you get paid faster by your customers. The ability to connect bank feeds to Xero automates part of the transaction reconciliation process, removing the need to manually import bank statements and transaction line entries. Depending on your location, you can submit tax returns and pay bills straight from Xero. Xero also allows you to handle multiple currencies.

Xero natively integrates with hundreds of other apps to allow you to connect other parts of your business...