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  • Book Overview & Buying Automate It with Zapier
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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

Manipulating line-items

Line-items are blocks of data that have multiple items associated with them and are used in a special field within Zapier. They are essentially objects containing what is commonly known as an array of objects. The use of line-item data is very common in e-commerce, payment processing, and accounting apps, such as Shopify, PayPal, and Xero, where you often have multiple lines of data in an order or invoice, like itemized lines on a paper receipt. For example, in one order, a customer might purchase a first product, such as two medium t-shirts priced at $9.99 each, and a second product, such as one large t-shirt priced at $10.99. They might also have paid for shipping at $7.50, and a coupon of $5.00 off was applied to the entire order. The details for each individualized item consist of the product name, description, quantity, and price, and these details are normally shown as one line on an invoice. You can also think of each line as a row in a spreadsheet where...

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