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

Understanding field data types

Now that we’ve created our first Zap, we must elaborate on the different types of fields that you may see in Zapier action steps.

In the previous section, we covered the two general types of fields, Choose value… and Enter text or insert data…, and how to use them to map fields in your Zaps. In addition to these two general field types, five different field data types allow you to add data in specific formats. Each field data type is represented by an icon, as shown in the following table:

Figure 3.32 – Action step field data types

Figure 3.32 – Action step field data types

These field data types are dictated by the data posting format requirements of your action app. For example, if your action app is Xero (an accounting app), and you want to create a new invoice, your invoice date field will only allow you to add date/time data values for the request to be successful.

We will discuss each of these field data types in turn.

Date...