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

Email Parser by Zapier – extracting data from emails

The Email Parser by Zapier built-in app allows you to extract data from emails that have been forwarded to a unique @robot.zapier.com email address. By teaching Email Parser by Zapier to understand patterns in emails that you send to it, it can consistently extract that information for you to use in other steps in your workflow.

Email Parser by Zapier can only be used as a trigger step at the start of your workflow. It is available as the following trigger events:

  • New Email (trigger)
  • New Mailbox (trigger)

Let's look at each one of these.

The New Email trigger event

This trigger event can be used to start a workflow when a new email has been received. This works by using a unique @robot.zapier.com email address, which you would forward emails to. It is best practice that you set up multiple mailboxes to deal with separate workflows.

Here are a few examples of when to use the Email Parser...