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Automate It with Zapier

Automate It with Zapier

By : Kelly Goss
4.6 (25)
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Automate It with Zapier

Automate It with Zapier

4.6 (25)
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)
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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

Storage by Zapier – Saving and storing data

There may be many scenarios where it would be useful to be able to store small sets of data for use in your workflows. The Storage by Zapier built-in app allows you to save and retrieve small data values. You can, therefore, store reference data each time a Zap runs and then share it with other Zaps by retrieving it.

Storage by Zapier does not operate with user accounts. Instead, you must specify a Secret Storage Key in the format of a Universally Unique Identifier (UUID4), which acts much like a password, to identify and group storage data. You would then use this secret storage key to identify where to add data to and retrieve data from. You can, therefore, have multiple storage keys that identify your storage locations.

You can store individual values or lists of values. You can also use child values (nested values of data) if you want to store and retrieve several values related to a unique identifier, for example, the name...

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