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Automate It with Zapier and Generative AI - Second Edition

You're reading from  Automate It with Zapier and Generative AI - Second Edition

Product type Book
Published in Aug 2023
Publisher Packt
ISBN-13 9781803239842
Pages 706 pages
Edition 2nd Edition
Languages
Author (1):
Kelly Goss Kelly Goss
Profile icon Kelly Goss

Table of Contents (33) Chapters

Preface 1. Part 1: Getting Started with Zapier
2. Chapter 1: Introduction to Business Process Automation with Zapier 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. Part 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. Chapter 13: Newly Released Apps and Features 16. Part 3: Using the Features of the Formatter by Zapier Built-In App
17. Chapter 14: Formatting Date and Time 18. Chapter 15: Formatting Numbers 19. Chapter 16: Text Formatting Functions in Zapier – Part 1 20. Chapter 17: Text Formatting Functions in Zapier – Part 2 21. Chapter 18: Zapier’s Utilities Functions 22. Part 4: Getting the Most Out of Zapier
23. Chapter 19: AI and Automation 24. Chapter 20: Automating Your Marketing Processes 25. Chapter 21: Automating Your Sales Processes 26. Chapter 22: Automating Your Operations Processes 27. Chapter 23: Automating Your Finance and Reporting Processes 28. Chapter 24: Tips, Tricks, and Best Practices to Enhance Your Productivity 29. Chapter 25: Challenging Your Problem-Solving and Zap-Building Skills 30. Assessments 31. Index 32. Other Books You May Enjoy

Managing your connected apps

Once you have connected your apps to Zapier, it’s useful to know how to manage the connections. This can all be done from the Apps module. You can navigate to this module by clicking on the My Apps icon link in the left sidebar or navigating to https://zapier.com/app/connections.

From within your personal account in the Apps module, you will be able to see a list of your connected apps under the All apps tab, how many connections have been added, and how many Zaps they are involved in. You will also see a tab called Custom integrations that will list any custom integrations with non-public apps involved in your account.

If you are using a Team or Company plan, your connections will be separated into two sections, as follows:

  • My apps: Only you can use these accounts. You can, however, choose to share your app connections with your team.
  • Shared with me: These are accounts that are owned by others in the team but have been made available...
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