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

Product type Paperback

Published in Aug 2021

Publisher Packt

ISBN-13 9781800208971

Length 618 pages

Edition 1st Edition

Tools

Boost

Concepts

Workflow Automation

Author (1):

Kelly Goss

View More author details

Table of Contents (29) Chapters

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

Technical requirements

To make the most of the content in this chapter, you will need access to a Zapier account. The Zapier Free plan will be required for you to create single-step workflows and use Zapier's pre-built templates. The Zapier Starter plan will be required for you to use Premium apps and to create multi-step workflows.

You can get access to the Zap templates used in this chapter here: https://bit.ly/3e5BUkn. Using the templates will help you to visualize how the process works.