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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

Using spreadsheet-style formulas with Formatter by Zapier

If you need to do more than using the five basic mathematical operations that we just discussed, you can use complex spreadsheet-style fomulas in your Zaps instead. You can do this using the Formatter by Zapier Numbers action event Spreadsheet-Style Formula transform option.

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

  • When you want to calculate the average of several numbers, such as 8, 12, and 13 to get 11, using the AVERAGE(number, [number, …]) formula.
  • When you want to output the largest number from a list of values, such as 1, 9, and 53 to get 53, using the MAX(number, [number, …]) formula.
  • When you want to produce a random number between 0 and 1, such as 0.512453, using the RAND() formula.

Next, let's review how to set up the Spreadsheet-Style Formula transform option.

Setting up the Numbers action event with the Spreadsheet-Style Formula transform...

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