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

Introduction and guidance

We've suggested three different scenarios with increasing difficulty to test your problem-solving and workflow-building skills. When formulating your solutions, try to use the built-in apps by Zapier in your problem-solving where possible. This will optimize your Zap building without having to use other apps. Also, try to use as few steps as possible to reduce the task usage.

Remember, there are many ways that you can create a workflow. Just like the apps that you're using in your business are likely to be different from someone else's, the logic that you use for your Zaps is likely to be different from someone else's. The aim is to create Zapier workflows for repeatable processes with as few steps as possible and no errors. There are no wrong answers if the Zap achieves the objective. You can do this by designing a process that makes the most of the available features and integrations in the apps that are being used, and balance this...