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, you saw three scenarios ranging from novice to intermediate to advanced skill levels to give you the opportunity to put your knowledge to the test and adapt your problem-solving and Zap-building skills. We described specific problems classified by skill level that can be solved using Zapier in combination with introducing new apps to a business to make the process more efficient. We also worked through each example to demonstrate how it could be solved.

You now know how to use Zapier to build complex workflow automations that will help you to make your business, or your clients' businesses, more efficient.

Congratulations! You've completed the book and you're now well on your way to becoming a Zapier pro. You can get access to all the resources used in this book here: https://bit.ly/3e5BUkn.