Preface

Zapier is an emerging no-code workflow automation technology that enables organizations to connect their cloud-based/web applications and automate data transfer between them. Its built-in features and flexibility allow users to integrate thousands of business applications and create simple to complex automations to decrease the amount of time spent on repetitive tasks, therefore increasing productivity.

The purpose of this book is to teach business owners, their employees, and independent freelancers and contractors how 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 your advanced skills. Complete with step-by-step explanations of essential concepts, expert tips, practical examples, and self-assessment challenges, you will begin by exploring how Zapier works, including an overview of strategy in problem-solving. We will teach you how to plan your automation building for best results, what the native features available in Zapier are, and the applications that connect with it, as well as how to optimally configure your workflows to automate your processes in the fewest steps. You will learn how to create advanced workflow automations from scratch and learn how to troubleshoot issues.

By the end of this book, you will be able to build your own advanced workflow automations using Zapier, addressing the key pain points encountered in many businesses with manual and repetitive tasks.