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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

To get the most out of this book

Each chapter in this book builds on the knowledge and information presented in the previous chapters. If you don't have experience of business process automation with Zapier, we recommend you start with Chapter 1, An Introduction to Business Process Automation with Zapier, and complete each chapter in the order they are presented. If you have experience with Zapier, feel free to jump to the chapters that cover topics that interest you and will further your knowledge. To get started, we recommend you sign up for a Zapier account. To work through the content and exercises in Chapter 1, An Introduction to Business Process Automation with Zapier, to Chapter 5, Troubleshooting and Handling Zap Errors, the Zapier Free plan will be suitable. From Chapter 6, Creating Multi-Step Zaps with Built-In Apps by Zapier, onwards, a Starter plan will be required, and for some topics, higher price plans will be necessary.

Before you start working through the content in this book, we recommend that you get access to all the Zap templates used as examples in this book, as well as the systems and process audit templates, and other supporting materials here: https://bit.ly/3e5BUkn.

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