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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

Paths by Zapier – adding branching logic to your Zaps

Paths by Zapier allows you to add branching logic to your Zaps. This means that you can allow different paths with different actions to run based on set criteria. This builds on what you learned about using Filter by Zapier and takes it one step further to allow you to create multi-step workflow automation pathways that run depending on what you have specified. Let's look at a few examples of how you would use Paths by Zapier:

  • You might be an online retailer with an e-commerce store, and you have various products that need to be processed in a slightly different way. Product A might be a digital product that needs to be sent for printing, shipping, and fulfillment with Printful. Product B might require assembly prior to shipping, and you need to notify the warehouse team by email, add a card to Trello, and print a shipping note.
  • You might have a Gravity Forms form on your website for customer service queries...
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