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

Managing app status alerts

In the previous section, we described how to manage Zap status alerts for issues arising with your Zap triggers, actions, and connected apps. When troubleshooting, you will also find it useful to understand how to find information on the overall performance of the Zapier app itself and see updates on any known issues with the connected apps in your workflow. This will help you to exclude these external issues when you begin to investigate problems with specific Zaps.

You can find information on the Zapier app performance and manage app status alerts by doing the following:

  • Monitoring the Zapier Status page
  • Setting up an app status alert workflow with the App Status by Zapier built-in app

Let's take a look at each one.

Monitoring the Zapier Status page

When trying to investigate unexpected issues with your workflows, you will find it useful to check for incidents relating to how the Zapier app itself is functioning or any...