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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

Exercise – creating a multi-step Zap with a scheduled trigger, search action, filter, path, and delay

You can use one of the processes that you defined in Chapter 2, Preparing to Automate Your Processes, to work through the content in this section, if appropriate. Try to incorporate multiple apps in your workflow.

You can perform actions with existing data in your apps at a certain time by using Schedule by Zapier as a trigger, adding a search action step to find existing data in an app, stopping your Zap from running if it doesn't meet certain conditions, delaying your workflow for a specified amount of time, and then adding in branching logic if the scenarios you need to run differ. For example, you might use an Airtable base to collaborate with your Social Media Manager (SMM) for social media posting. When the SMM adds a post to the base record, you approve it or reject it. You may want to add new posts to a Facebook group and a LinkedIn company page every weekday...

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