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

Capitalizing the first letter of every word

If you're a stickler for formatting text correctly, you'll most likely want to ensure that, where appropriate, words in a bunch of text display capital letters at the start of the word. This is especially important when addressing people by name or displaying business names and addresses on invoices. You can capitalize the first letter of every word in a string of text using the Formatter by Zapier Text action event with the Capitalize transform function. For example, if the string of text was this is a test, the transformed text would be This Is A Test. Microsoft Excel users will recognize the similarity of this Zapier functionality to the PROPER formula in a Microsoft Excel spreadsheet to capitalize text.

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

  • When new contacts sign up for your newsletter, it is common that they may add their name in all-lowercase, such as kelly instead of Kelly. You might...