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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

An introduction to automating your reporting processes with Zapier

Now that you have taken the time to simplify and automate your marketing, sales, operations, and finance processes, it's crucial to understand how all of these key areas perform against key performance indicators and metrics. Businesses can only make good decisions if they have up-to-date and accurate reporting information to hand. If this information is available instantly, you won't have to spend hours downloading and manipulating data to present it to key decision makers; they will have top-level critical data on demand.

With advances in technology, businesses no longer have to rely on hand-produced bar graphs and charts to visualize business performance data. Spreadsheet tools have become advanced reporting tools in themselves, allowing complex calculations and data manipulation. Many of the apps that we use for various business functions have their own reporting modules that enable the business to...

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