You're reading from Automate It with Zapier Boost your business productivity using effective workflow automation techniques

Product type Paperback

Published in Aug 2021

Publisher Packt

ISBN-13 9781800208971

Length 618 pages

Edition 1st Edition

Tools

Boost

Concepts

Workflow Automation

Author (1):

Kelly Goss

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Table of Contents (29) Chapters

Preface

1. Section 1: Getting Started with Zapier

2. Chapter 1: Introduction to Business Process Automation with Zapier FREE CHAPTER

3. Chapter 2: Preparing to Automate Your Processes

4. Chapter 3: Building Your First Automated Workflow (Zap)

5. Chapter 4: Managing Your Zaps

6. Chapter 5: Troubleshooting and Handling Zap Errors

7. Section 2: Customizing Your Zaps with Built-in Apps by Zapier – Functionality and Practical Uses

8. Chapter 6: Creating Multi-Step Zaps and Using Built-In Apps

9. Chapter 7: Getting Started with Built-In Apps

10. Chapter 8: Built-In Communication Apps

11. Chapter 9: Exploring Built-In Apps for Extracting and Compiling Data

12. Chapter 10: Other Useful Built-In Apps by Zapier

13. Chapter 11: Advanced Built-In Apps by Zapier

14. Chapter 12: Managing Your Zapier Account with Built-In Apps

15. Section 3: Using the Features of the Formatter by Zapier Built-In App

16. Chapter 13: Formatting Date and Time

17. Chapter 14: Formatting Numbers

18. Chapter 15: Text Formatting Functions in Zapier – Part 1

19. Chapter 16: Text Formatting Functions in Zapier – Part 2

20. Chapter 17: Zapier's Utilities Functions

21. Section 4: Getting the Most Out of Zapier – Business Automation Examples

22. Chapter 18: Automating Your Marketing Processes

23. Chapter 19: Automating Your Sales Processes

24. Chapter 20: Automating Your Operations Processes

25. Chapter 21: Automating Your Finance and Reporting Processes

26. Chapter 22: Tips, Tricks, and Best Practices to Enhance Your Productivity

27. Chapter 23: Challenge Your Problem-Solving and Zap-Building Skills

28. Other Books You May Enjoy

Chapter 3: Building Your First Automated Workflow (Zap)

In this chapter, we cover all the need-to-know information to enable you to start automating manual and repetitive tasks in your business. We start by covering how to strategize and plan individual workflows before automating them. We then dive into working through a step-by-step process of connecting your apps to Zapier, introduce the Zap editor, and work through an example to create your first Zap from scratch. We show you how you can access a wide range of pre-built or guided workflows created by Zapier, to speed up your Zap building process. We explain the different field types you may see in your action steps, and how to use the correct data formats for their fields. We conclude the chapter by delving into best practices for ensuring the continuous improvement of your processes.

We will cover the following key topics in this chapter: