Sign In Start Free Trial
Account

Add to playlist

Create a Playlist

Modal Close icon
You need to login to use this feature.
  • Automate It with Zapier
  • Toc
  • feedback
Automate It with Zapier

Automate It with Zapier

By : Kelly Goss
4.6 (25)
close
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)
close
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

Extracting data from blocks of text

Another brilliant feature of the Formatter by Zapier Text action is the ability to extract data from block of text. This is especially useful if you have large strings of text and you want to return the first expressed value of an email address, number, phone number, or URL.

For example, your webform may not integrate with Zapier, but you receive a confirmation email with the submission details. The form asks the person submitting to add three email addresses, and you only want to extract the first email address entered. Alternatively, you may want to retrieve a phone number, URL, or number from this webform submission. You can use the Formatter by Zapier Text action event with the following transform functions to achieve this:

  • Extract Email Address
  • Extract Number
  • Extract URL
  • Extract Phone Number

To illustrate how to use each of these transform functions, we will use the following trigger data highlighted in the following...

bookmark search playlist font-size

Change the font size

margin-width

Change margin width

day-mode

Change background colour

Close icon Search
Country selected

Close icon Your notes and bookmarks

Delete Bookmark

Modal Close icon
Are you sure you want to delete it?
Cancel
Yes, Delete