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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

Summary

In this chapter, we boosted your knowledge of how to use Zapier by introducing the benefits of building multi-step Zaps. We covered how to use search functionality in action steps and encouraged you to test your knowledge by creating a multi-step workflow for one of your own processes. Lastly, we introduced all of the built-in apps that Zapier has created to allow you to transform data all from within the Zapier platform.

You now know how to create workflow automations with multiple action and search steps. You also now have a better understanding of all the built-in apps created by Zapier.

In the next chapter, we will introduce you to some of Zapier's built-in apps. We will cover the specific functions of using conditional logic in your workflows with Filter by Zapier and see and how to add pathways with Paths by Zapier. We will also review how to use Delay by Zapier and Schedule by Zapier to apply time delays and schedule run times for your Zaps.

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