Summary
In this chapter, we started off by discussing how to strategize individual workflows before diving into working through the step-by-step process of connecting your apps to Zapier, and creating your first workflow automation (Zap) in Zapier. We covered how you can access and use a wide range of pre-built workflows. We also explored the different types of fields found in action steps and how to use these fields correctly. We concluded the chapter by delving into best practices for ensuring the continuous improvement of your processes.
You now know how to plan your workflows and create them in Zapier from scratch or using Zap templates. You also know how to use different types of field data and perform continuous improvement in your processes. You have also created your first automated workflow.
In the next chapter, we cover the best ways to organize your Zaps by naming them and using folders. We discuss how to manage individual Zaps and help you to understand Zap statuses...
