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 introduced four commonly used Zapier built-in apps to help you to add conditional logic and run conditions to your workflows. First, we covered how to use conditional logic in our workflows by using the Filter by Zapier app. Next, we reviewed how to use branching logic with the Paths by Zapier app. Then, we explored how to use time delays in Zaps using the Delay by Zapier app, and how to schedule our workflows to run at specific times by using the Schedule by Zapier app. Lastly, we went through an exercise to demonstrate the use of scheduled triggers, search actions, filters, paths, and delays.

You now have a better understanding of how to use filters, paths, delays, and schedules in your workflow automations.

In the next chapter, you will learn about the four communication-specific built-in Zapier apps; we will give descriptions of their functionality and provide practical tips on how to use them. First, we will cover how to send text messages using...