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

Formatting currencies with Formatter by Zapier

Whether you work with single or multiple currencies in your business, it's likely that at some point or another, you might need to convert numerical values into a currency format appropriate to your (or another) locale or to be displayed in a certain way. You can do this easily using the Formatter by Zapier Numbers action event with the Format Currency transform option.

Here are a couple of examples of when you can use this transform option:

  • When you want to change the format of a number such as 1,000.23 to a German (Germany) locale format with the comma as the decimal mark, displayed in Euros with the currency symbol at the start and currency shortcode at the end, such as €1.000,23 EUR.
  • When you want to change the format of a number such as 1000.23 to an English (United States) locale format with the period as the decimal mark, displayed in US Dollars with the currency symbol at the start, with no thousands...