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

Establishing how your business apps integrate with Zapier

Before we can start automating any tasks, we need to determine which of your business tools integrate with Zapier, as well as what trigger, action, and search functions have been developed into the integration if one is available.

When working through the exercises in the last section, you created a list of all of your business apps. You also noted which apps were associated with each step in your mapped-out processes. Starting with your five top-priority processes, we can now go through the list of apps related to those processes one by one to establish which of your apps integrate with Zapier.

The steps you should take to establish how your business apps integrate with Zapier are as follows:

  1. Search for information about your app.
  2. Review information on the app profile page.
  3. Assess how to use your app with Zapier.

Let's review each of these.

Searching for your app

The easiest way to...