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

Summary

In this chapter, we helped you get to grips with using the four communication-specific Zapier built-in apps. We covered how to use SMS by Zapier to send text messages as notifications and reminders. Next, we discussed how to use Email by Zapier to trigger workflows on receipt of emails and when emails are read, as well as how to send emails. Lastly, we reviewed how to use IMAP by Zapier to retrieve emails from mail servers, and SMTP by Zapier to send them from mail servers.

You now know how to send text messages and emails, as well as triggering workflows on receipt of emails and reading emails using built-in communication apps by Zapier.

In the next chapter, we will introduce you to a few more of Zapier's range of built-in apps. We will cover specific functions such as how to extract data from emails (using parsing), use RSS feeds in your automations, and compile data into digests.