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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

Introducing the Formatter by Zapier Utilities action event

As we have discovered so far, Formatter by Zapier can easily be used to transform a wide range of values from one format to another. We have explored how to manipulate dates and times, numbers, and text into different formats. You might want to upload data from CSV files to use in your automations, find related data such as user IDs linked to a user's email address, select a value in a specific position in a list such as the first or last, or you might need to manipulate data in the form of line-items, commonly used in invoicing and e-commerce apps. To account for these requirements, Zapier has created a grouping of these functions in the Formatter by Zapier built-in app, which can only be used as an action step and is available as the following action event:

  • Utilities (action)

When using this action event, you can use the following Utilities transform options found within the Set up action section of your...

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