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

Finding help: help center, customer support, community, and experts

Once you have done some initial investigations to troubleshoot errors in your Zaps and workflow events, you will find it useful to know where to look for additional help on the Zapier platform. Zapier provides you with several ways to get assistance, ranging from do-it-yourself information finding to hands-on support. There are a few ways in which you can get help on the Zapier platform:

  • Finding app-specific help in app profiles
  • Utilizing the Zapier help center
  • Engaging with the Zapier community
  • Reaching out to Zapier customer support
  • Hiring a Zapier Certified Expert

These options are available to all users of Zapier regardless of which pricing plan subscription you use.

Let's explore each of these.

Finding app-specific help in app profiles

As we discussed in Chapter 2, Preparing to Automate Your Processes, each app that integrates with Zapier is listed in the Zapier ecosystem...