Automate It with Zapier: Boost your business productivity using effective workflow automation techniques

by Kelly Goss, Cody Jones

Overview

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.

Product Details

ISBN-13:	9781800200470
Publisher:	Packt Publishing
Publication date:	08/25/2021
Sold by:	Barnes & Noble
Format:	eBook
Pages:	618
File size:	20 MB
Note:	This product may take a few minutes to download.

About the Author

Kelly Goss is a process automation specialist and company director for Solvaa, a cloud-based automation consultancy. She has worked across multiple industry verticals for providing Zapier consultancy, digital process improvement, process mapping and process automation solutions. Kelly is a Zapier Certified Expert and a speaker at multiple events related to automation.

Table of Contents

1. Introduction to Business Process Automation with Zapier
2. Preparing to Automate your Processes
3. Building Your First Automated Workflow (Zap)
4. Managing Your Zaps
5. Troubleshooting and Handling Zap Errors
6. Creating Multi-step Zaps and Using Built-in Apps
7. Getting Started with Built-in Apps
8. Built-in Communication Apps
9. Exploring Built-in Apps for Extracting and Compiling Data
10. Other Useful Built-in Apps by Zapier
11. Advanced Built-In Apps by Zapier
12. Managing your Zapier Account with Built-in Apps
13. Formatting Date and Time
14. Formatting Numbers
15. Text Formatting Functions in Zapier - Part 1
16. Text Formatting Functions in Zapier - Part 2
17. Zapier's Utilities Functions
18. Automating Your Marketing Processes
19. Automating Your Sales Processes
20. Automating Your Operations Processes
21. Automating Your Finance and Reporting Processes
22. Tip, Tricks and Best Practices to Enhance Productivity
23. Challenge Your Problem-Solving and Zap-Building Skills