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

Filter by Zapier – applying conditional logic to your Zaps

Once your workflows have triggered, you may want to control whether they continue to run and follow through with subsequent action steps. This is useful for stopping your Zaps from running unless specific criteria from your trigger or previous action steps match the conditions you specify. We can use "if this, then that" conditional logic that has been built into the Filter by Zapier built-in app to achieve this.

Here are a couple of examples of when you can use conditional logic in your Zaps:

  • You might record details of all bills and their payments on a Smartsheet spreadsheet. These are a combination of bills paid automatically by a credit card and those requiring a bank funds transfer to settle them. You mark a column called Paid with Yes or No accordingly. You may want to send an email to your accounts team when a new row has been added to your Smartsheet spreadsheet to notify them, but only...