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, we began by describing how to keep your workflows organized in the Zap management area by adequately naming them and using folders to sort them. We then discussed how to manage individual Zaps and covered the different Zap statuses. We explored managing your connected apps, and lastly, we discussed how to share your Zaps with your team and other Zapier users.

You now know about the best ways to manage and maintain your Zaps and app connections in your Zapier account, how to keep your workflows organized, as well as how to share them with your team or other Zapier users outside of your company.

In the next chapter, we will discuss how to best use Zap history information, and we will cover typical Zap behavior and the best ways to handle and troubleshoot errors. We will help you to manage Zap alerts by adjusting your account settings, and by setting up a Zap with the Zapier Manager built-in app. We will also discuss the various channels of support available...