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

Automating online Word document processes with the Google Docs integration

Zapier currently integrates with 20 apps in the Google suite of tools, including Google Sheets, Gmail, Google Drive, Google Docs, Google Analytics, and Google Ads. Google Docs is a popular online word processor app that allows you to create and edit text documents as well as to invite and collaborate with other people. Collaborators can make changes and add comments in real time. You can also upload a Word document and convert it to a Google Docs format, view your document's revision history, and translate the document into different languages. You can download documents in other file formats, such as Word, RTF, PDF, HTML, OpenOffice, or as a .zip file, or email documents as attachments. If you're a die-hard fan of Microsoft Word, but want a cloud-based word processor with similar features and functions with the added bonus of being able to collaborate in real time and integrate it with connector tools...