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 12: Managing Your Zapier Account with Built-In Apps

Once you have got to grips with the inner workings of Zapier and you have created several Zaps, you will want to know that your automations are running smoothly in the background as you conduct your daily business. You will also want to know straight away when problems occur, such as when your connected apps are experiencing downtime, there are errors with your Zaps, or changes occur in your Zapier account. Thankfully, Zapier has created two built-in apps that will help you keep on top of these situations. In general, when using the trigger events from these built-in apps, you can use various action steps as alerts, such as sending an email, SMS, or Slack message, or adding a task or activity to your tasks management app or CRM.

In this chapter, we discuss the two built-in apps that can be used for managing your Zapier account. We will start by covering App Status by Zapier to get notifications of integration issues. Then...