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

Webhooks by Zapier – using webhooks and HTTP requests in your Zaps

First of all, it is important to mention that perhaps the choice of name for this built-in app does not correctly describe its function, and could imply that it only works with webhooks. The Webhooks by Zapier built-in app allows you to use webhooks as instant triggers, create polling triggers, and also make HTTP requests to an API. Therefore, it is better to separate these uses by event type. Let’s look at each.

Webhooks by Zapier trigger events

As we covered in Chapter 1, Introduction to Business Process Automation with Zapier, event changes in apps are identified by either using a polling method or by using webhooks, which then cause the trigger step in your Zaps to run. The polling method involves repeatedly checking for new information at scheduled intervals. However, with webhooks, you provide the app with a URL that your originating app constantly monitors for new events, thus receiving information...