You're reading from Automate It with Zapier and Generative AI Harness the power of no-code workflow automation and AI with Zapier to increase business productivity

Product type Paperback

Published in Aug 2023

Publisher Packt

ISBN-13 9781803239842

Length 706 pages

Edition 2nd Edition

Tools

Zapier

Concepts

Workflow Automation

Authors (2):

Kelly Goss

Mr. Philip Lakin

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Table of Contents (33) Chapters

Preface

1. Part 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. 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

Why subscribe?

32. Other Books You May Enjoy

Best practices for using Zapier effectively

The best way to understand how to optimize using Zapier in your business is to review the content we explored in each chapter of this book so that you have a point for quick reference. Let’s briefly explore the content we covered in this book as an overview of the best practices to use when building workflows in Zapier.

Starting with the basics

Getting the groundwork done at the beginning will prepare you for success. Once you’ve chosen the best Zapier plan for you and created a Zapier account, the next step is to familiarize yourself with navigation on the Zapier platform and then edit your settings and preferences to suit. Make sure you’ve also grasped the terminology used on the Zapier platform as this will help you when troubleshooting. We covered these topics in Chapter 1, Introduction to Business Process Automation with Zapier.