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

Removing whitespace

Sometimes strings of text may not have been edited in the way we need to be able to use them in other steps in our workflows. This is often the case when certain apps present data in a certain way with blank character spacing before or after the text. In these scenarios, if you want to alter the format of the text so that no whitespace exists at the beginning or end of a string of text, you can use the Formatter by Zapier Text action event with the Trim Whitespace transform function to achieve this. Microsoft Excel users will recognize the similarity between using this Zapier functionality and the TRIM formula in a Microsoft Excel spreadsheet to remove whitespace from a string of text.

Here is an example of when you can use this transform option:

  • You might ask job seekers to send in applications by completing a webform. There might be formatting issues with the webform, presenting the data with large whitespace blocks before or after the body of parts...