Establishing how your business apps integrate with Zapier

Before we can start automating any tasks, we need to determine which of your business tools integrate with Zapier, as well as what trigger, action, and search functions have been developed into the integration if one is available.

When working through the exercises in the last section, you created a list of all of your business apps. You also noted which apps were associated with each step in your mapped-out processes. Starting with your five top-priority processes, we can now go through the list of apps related to those processes one by one to establish which of your apps integrate with Zapier.

The steps you should take to establish how your business apps integrate with Zapier are as follows:

1. Search for information about your app.
2. Review information on the app profile page.
3. Assess how to use your app with Zapier.

Let's review each of these.

Searching for your app

The easiest way to...