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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

Simplifying your processes and assessing what can be automated

Before looking to gain from the benefits of automating your processes, it is essential to analyze, understand, and simplify your existing manual processes. Following this method will ensure that you have more robust processes as well as helping to reduce the number of steps you have in your Zaps. This will, therefore, help to lower the number of tasks that will contribute to your monthly Zapier task limit when your workflows run.

When you hear the term process mapping, you might immediately think you will need to employ someone with analytical skills to help you detail your processes in flowcharts and documents. You may also believe that it does not apply to you or your business. The fact is that you most likely already map out your processes in one way or another, such as when you create training documents and checklists for new staff. Having documented procedures allows you, the business owner, the manager, and the...

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