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

Summary

In this chapter, we continued the focus on the versatile Formatter by Zapier built-in app and the extensive functionality available to format text. First, we explored how to create a superhero name, split text into segments, truncate text, remove HTML, and use a default value. Then, we covered how to extract data from text, specifically how to extract URLs, phone numbers, numbers, and email addresses. Lastly, we briefly discussed the more advanced functions of how to extract patterns, convert Markdown to HTML and vice versa, convert to ASCII, and encode or decode URLs.

You now know how to use the Formatter by Zapier built-in app to transform text values in a number of different ways, including creating a superhero name, splitting text into segments, truncating text, removing HTML, using default values, and extracting URLs, phone numbers, numbers, and email addresses. You also understand that the Formatter by Zapier built-in app can be used for more advanced functions, such...