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  • Book Overview & Buying Automate It with Zapier
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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

Zapier Manager – Managing errors and account changes 

We introduced the Zapier Manager built-in app in Chapter 5, Troubleshooting and Handling Zap Errors, where we discussed how to use it to manage error alerts such as errors with Zaps, Zaps being turned off, or tasks being halted.

You can also use Zapier Manager to notify yourself and your team about new public apps being added to Zapier, changes to your account such as new folders or Zaps being created, task usage limits being reached, or new Zapier invoices being released. You can search for a Zap or public app, as well as turning Zaps on or off. If you are using a Team account, you can use Zapier Manager to invite a new user to your Zapier team or notify you of new team members being added.

The Zapier Manager built-in app can be used with several trigger, action, and search events, which we have categorized as follows:

  1. Managing Zap errors and alerts:
    • New Zap Error (trigger)
    • Zap Turned Off (trigger)
    • New Halted...

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