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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

Summary

In this chapter, we started with an overview of the principles of BPA and how we can use it to increase productivity. We discussed how applications integrate using APIs and transfer data between them. We then introduced Zapier, a no-code tool that integrates with thousands of business apps to help you automate tasks without the need for developers. We presented the key terms used on the Zapier platform and covered how to choose the right pricing plan for your business needs. Then, we discussed how to set up a Zapier account and familiarize yourself with navigation around the platform. Lastly, we covered how to customize the settings.

You now know how to choose the right Zapier pricing plan for your business, set up your Zapier account, navigate the Zapier platform with ease, and customize your settings.

In the next chapter, we will cover how to use the principles of BPA to improve our processes before we jump into automating them. We'll then discuss how to strategize and plan a workflow in preparation for building a Zap and how to explore Zapier's ecosystem of app integrations and use its features.

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