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

Section 4: Getting the Most Out of Zapier – Business Automation Examples

In this section, you will gain an understanding of the different types of business processes that can be automated using Zapier. We will cover marketing, sales, operations, finance, and reporting processes and explore practical examples specific to commonly used digital tools. You will be able to test your knowledge with planned exercises.

This section comprises the following chapters:

  • Chapter 18, Automating Your Marketing Processes
  • Chapter 19, Automating Your Sales Processes
  • Chapter 20, Automating Your Operations Processes
  • Chapter 21, Automating Your Finance and Reporting Processes
  • Chapter 22, Tips, Tricks, and Best Practices to Enhance Your Productivity
  • Chapter 23, Challenge Your Problem-Solving and Zap-Building Skills