Book Image

Automate It with Zapier and Generative AI - Second Edition

By : Kelly Goss
Book Image

Automate It with Zapier and Generative AI - Second Edition

By: Kelly Goss

Overview of this book

Organizations experience significant issues with productivity when dealing with manual and repetitive tasks. Automate it with Zapier and Generative AI, second edition has been extensively revised to help you analyze your processes and identify repetitive tasks that can be automated between 6000+ cloud-based business applications. This book includes all Zapier’s newest features such as AI functionality using the ChatGPT plugin, drafts, reordering and duplicating steps and paths, subfolders and version history, as well as built-in apps such as Looping, Sub-Zap, Interfaces, Tables, and Transfer. The chapters also contain examples covering various use cases sourced from the Zapier user community. You'll learn how to implement automation in your organization along with key principles and terminology, and take the first steps toward using Zapier. As you advance, you'll learn how to use Zapier’s native functionality and all 27 built-in apps such as Filter, Paths, Formatter, Digest, and Scheduler to enable you to build multi-step Zaps. You’ll also discover how to manage your Zapier account effectively, as well as how to troubleshoot technical problems with your workflows, and use the OpenAI integration to automate AI tasks. By the end of this book, you'll be able to automate your manual and repetitive tasks using Zapier.
Table of Contents (33 chapters)
1
Part 1: Getting Started with Zapier
7
Part 2: Customizing Your Zaps with Built-in Apps by Zapier – Functionality and Practical Uses
16
Part 3: Using the Features of the Formatter by Zapier Built-In App
22
Part 4: Getting the Most Out of Zapier

Resources for understanding API documentation

In Chapter 1, Introduction to Business Process Automation with Zapier, we introduced how integrations work to request data from one application, producing a response in another. The information requests are usually in the form of creating new resources, retrieving existing ones, editing/updating existing resources, or deleting existing resources. In Hypertext Transfer Protocol (HTTP – the foundation for how data is passed along on the internet) terms, these requests are denoted as the following methods:

  • POST: Used to create a new resource
  • GET: Used to retrieve an existing resource
  • PUT: Used to edit or update an existing resource
  • DELETE: Used to delete an existing resource

As you already know, the API integrations that have been created between Zapier and other apps have specific trigger, action, and search events that you can use in your Zaps.

Although, in most cases, the integrations built with Zapier...