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

Connecting your apps to Zapier

Before we can start building our automations, we need to connect our apps to Zapier to allow Zapier to retrieve and post data in them.

Important note

Knowing how your data and security are handled by Zapier is an important topic. Allowing Zapier access to your apps using authentication protocols is essential for Zapier to be able to perform task automations on your behalf. The credentials that you use to authenticate your apps so that Zapier can connect with them are stored with bank-level encryption. Zapier has created a comprehensive resource on data privacy and security, which you can read here: https://zapier.com/help/account/data-management/security-at-zapier.

App connection can be performed from two places:

  • The My Apps link in the left sidebar
  • The Zap editor in our trigger, action, or search steps

Let's look at the My Apps method first.

Connecting your apps in My Apps

Follow these steps to connect each of...