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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

Formatting phone numbers with Formatter by Zapier

Telephone communication is not dead! Second to email, communicating with prospects, customers, and suppliers via the telephone is an important part of any business. Being able to automate your telephone communications is a bonus. You may want to automatically send an SMS or voicemail to a prospect when they first make contact with you. However, sometimes the telephone numbers that our contacts supply us with aren't always in the format that we can use in other apps. Therefore, having the ability to automatically adjust and manipulate telephone numbers is crucial when you use multiple apps for communicating by telephone. That is where the Formatter by Zapier Numbers action event with the Format Phone Number transform option comes in.

Here are a few examples of when you can use this option:

  • When you receive a lead with a cellphone number, and you want to change it to an internationally recognized format so that you can...
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