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

Chapter 8: Built-In Communication Apps

Communicating with your team and clients is an integral part of running any business. Using the digital communication technology that we have available to us can only help to make operations smoother and more productive. Most companies that exist today use email to communicate with their teams, customers, suppliers, and, on a personal level, with friends. Some companies will take things one step further and use mobile phone text messaging for marketing purposes or sending automated reminders for meetings, for example. There are many email messaging and text messaging apps available on the market, many of which integrate with Zapier, so you are able to automate email and text messaging processes, some at a cost. You may, however, want to send simple messages by email or text, at no extra cost to you and in situations where you don't need to retain history. This is where Zapier's four built-in communication apps (SMS, Email, IMAP, and...