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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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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

Using lookup tables

The more you work with Zapier to connect your apps and automate your processes, the more you will find that commonly used key values in your various apps are represented differently. For example, if you sell online courses, passing data between your shopping cart ThriveCart and your course platform Kajabi could be a challenge as products are recorded with different IDs in each of the systems. This is where the Formatter by Zapier Utilities action event with the transform function Lookup Table is useful. You can use this transform function to store related search keys and matching result data, such as product names and their respective IDs, so that you can use them in other steps in your workflows. Microsoft Excel users are likely to be quite familiar with this type of functionality, which is comparable to the VLOOKUP function. Bear in mind that the main difference to consider is that in Microsoft Excel this function is case-insensitive whereas in Zapier it is case...

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