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

An introduction to automating your sales processes with Zapier

In days gone by, many businesses owned cash registers that made a "cha-ching" chime every time they received money from a sale. These days, it's not likely that many businesses have these antique cash registers, but many business owners might imagine that "cha-ching" sound when they make a sale and secretly do a little jig. Sales are what keep the business going and pay the employees, suppliers, and business owners.

Before the internet came along, companies often needed to have premises to trade from and made sales of their products or services when customers walked through the door. Some customers knew what they wanted, and others needed more information or a bit of convincing. The sales personnel worked the room and attended to potential buyers while having to answer the telephone, deal with inquiries, and book appointments. Customer details might have been recorded on a paper registration...