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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

Scenario 1 – novice

Dave runs an online business selling courses and membership programs. He uses Kajabi, a popular course platform, to host multiple courses and memberships. However, he wants to implement a highly converted standalone sales page app with a payment solution that gives him more flexibility with offers, discounts, and upsells. Kajabi does not integrate with many third-party apps, so whatever solution Dave chooses might not integrate with the course platform. Dave wants to streamline and automate his processes to reduce the time he spends manually granting access to the relevant course or membership program once the person has purchased the product through the sales page app. The problem Dave is likely to have when creating his workflow is that the product IDs in the two apps may not match. As the Kajabi integration with Zapier does not have any search actions, he is not able to use the product name to find the course product. Dave would also like to incorporate...

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