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

Utilizing Zap history information for troubleshooting

So far in this chapter, we have helped you to understand how to manage Zap error and app status alerts so that you can act promptly on any issues that arise. In addition, we've discussed how to assess the information that Zapier provides on the Status page, as having this information to hand will help you to exclude the impact of external issues when investigating problems with individual Zaps. Next, we will discuss how to troubleshoot errors with your individual Zaps by using the information available in the Zap history page.

Let's get started with understanding what Zap history is and how you can use it when troubleshooting problems with your workflows.

Understanding the Zap history page

The Zap history page provides you with a detailed log of activity of all of your Zaps. This log shows a list of all Zaps that have triggered successfully when new data has been found in the trigger app. It also shows action...