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 finance processes with Zapier

Many businesses struggle with the drudgery of keeping their financial records up to date. In fact, bookkeeping is one of the tasks that many business owners leave to the last minute if they don't have a dedicated bookkeeper or accounting team. We would like to think that most businesses are now completely paperless in their approach to keeping their finances under control; however, sometimes you can't avoid having paper copies of purchases and expenses. And even when a business can move to a completely digital accounting management system by receiving all purchase invoices from suppliers by email, using expense management tools that allow you to take photographs of your expense purchases, and creating digital sales invoices and sending them to customers by email, the process of recording all of this data in one place can still be a manual, repetitive, time-consuming, and extremely error-prone process.

With...