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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

Chapter 5: Troubleshooting and Handling Zap Errors

As you get more familiar with Zapier and start to build complex workflows, you are likely to run into problems occasionally with your workflows. In general, when errors occur, they might originate from the way the Zap was set up, from issues with one of the apps in the workflow, or from general performance problems of the Zapier app itself. The best way to learn how to address these problems is to do some initial investigation work yourself before reaching out for additional help.

In this chapter, we discuss the critical information that you will need to deal with unexpected errors when using Zapier. We begin by discussing how to manage Zap error notifications by adjusting your account settings, and by setting up a Zap with the Zapier Manager built-in app. Then, we cover how to manage app status alerts by monitoring the Zapier status page, and by setting up a Zap with the App Status by Zapier built-in app. After, we show you how...

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