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Automate It with Zapier

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

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Product type Paperback
Published in Aug 2021
Publisher Packt
ISBN-13 9781800208971
Length 618 pages
Edition 1st Edition
Tools
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Author (1):
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Kelly Goss Kelly Goss
Author Profile Icon Kelly Goss
Kelly Goss
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Toc

Table of Contents (29) Chapters Close

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 2: Preparing to Automate Your Processes

In this chapter, we will use the principles of business process automation to prepare to automate your processes. As we discussed in the previous chapter, it is vital to simplify your processes before attempting to automate them. We will, therefore, start by describing how to improve your business processes and then identify what can be automated. We will then explore how to find information about your business apps and how your apps integrate with Zapier. We will expand on this in the Getting the most out of the app ecosystem directory section of the chapter, where we will cover navigation in the directory of app integrations and how to find new apps to use.

We will cover the following key topics in this chapter:

  • Simplifying your processes and assessing what can be automated
  • Establishing how your business apps integrate with Zapier
  • Getting the most out of the Zapier app ecosystem directory

Once you have worked...

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