Chapter 22 – Automating Your Operations Processes
- There are many different operations processes that can be automated with Zapier. If you use one or more cloud-based sales applications that integrate with Zapier, you will be able to automate processes that involve these applications. A few examples are as follows:
- Task and project management processes
- Document storage processes
- Communication processes
- Word document and spreadsheet processes
- In Google Docs action steps, always use the ID of the file or folder when mapping dynamic data from previous steps or entering text into the Document Name or Folder fields, respectively, rather than the name.