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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 lookup tables

The more you work with Zapier to connect your apps and automate your processes, the more you will find that commonly used key values in your various apps are represented differently. For example, if you sell online courses, passing data between your shopping cart ThriveCart and your course platform Kajabi could be a challenge as products are recorded with different IDs in each of the systems. This is where the Formatter by Zapier Utilities action event with the transform function Lookup Table is useful. You can use this transform function to store related search keys and matching result data, such as product names and their respective IDs, so that you can use them in other steps in your workflows. Microsoft Excel users are likely to be quite familiar with this type of functionality, which is comparable to the VLOOKUP function. Bear in mind that the main difference to consider is that in Microsoft Excel this function is case-insensitive whereas in Zapier it is case...

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