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

Keeping your Zaps organized

In Chapter 3, Building Your First Automated Workflow (Zap), we worked through the steps required to create your first workflow automation. As you repeat that process, you will build more Zaps to automate your other business processes. It will eventually become more of a priority to ensure that you have created a system for organizing your workflows. It is, therefore, good practice to understand how best to keep your Zaps organized and start this process when you only have a few workflows built.

These are a couple of steps you can take to help you to keep your Zaps organized:

  • Labeling your zaps adequately
  • Using folders in the Zap management area

Let's discuss each of them.

Labeling your Zaps adequately

From an organizational perspective, you should name your Zaps with sufficient information to ensure a title is descriptive enough to understand what the Zap does. Labeling your Zaps in the right way will allow you to sort them...