E-book details

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

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

Kelly Goss, Cody Jones

Ebook
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.
  • 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
  • Title: Automate It with Zapier. Boost your business productivity using effective workflow automation techniques
  • Author: Kelly Goss, Cody Jones
  • Original title: Automate It with Zapier. Boost your business productivity using effective workflow automation techniques
  • ISBN: 9781800200470, 9781800200470
  • Date of issue: 2021-08-25
  • Format: Ebook
  • Item ID: e_2a8n
  • Publisher: Packt Publishing