Automate It with Zapier: Boost your business productivity using effective workflow automation techniques

Build easy and accessible solutions for automating mundane processes in marketing, sales, operations, and finance to enable teams to focus on core tasks

Key Features

• Learn Zapier and find solutions to specific problems with this comprehensive yet concise guide
• Explore various scenarios describing specific business problems and how they can be solved with Zapier
• Discover expert tips and practical examples to harness the full potential of Zapier

Book Description

Zapier is an emerging no-code workflow automation technology that enables organizations to connect their cloud-based and web applications and automate data transfer between them. Zapier's built-in features and flexibility allow users to integrate thousands of business applications and create simple to complex automation to reduce time spent on repetitive tasks, thereby increasing productivity. This book is a must-have for business owners, their employees, and independent freelancers and contractors looking to use Zapier for business process automation.

The book takes a hands-on approach to implementation and associated problem-solving methodologies that will have you up-and-running and productive in no time while leveling up your automation skills. You'll discover how to plan your automation building for optimal results, what are the native features available in Zapier, and the applications that connect with it, as well as how to optimally configure your workflows to automate your processes in as few steps as possible. Finally, you'll find out how to create advanced workflow automation from scratch and learn how to troubleshoot issues.

By the end of this Zapier book, you'll be able to build your own advanced workflow automation using Zapier, addressing the key pain points encountered in businesses with manual and repetitive tasks.

What you will learn

• Think creatively to plan your business workflows to overcome specific business problems
• Get to grips with the native features and built-in applications available in Zapier
• Explore different types of third-party business applications that integrate with Zapier
• Configure your workflows optimally to automate business processes and minimize task usage
• Use Zapier’s library of pre-built workflows and create advanced workflows from scratch
• Discover the extensive functionality and practical uses of Zapier's built-in apps

Who this book is for

This book is for solutions architects, process consultants, business analysts, virtual assistants, digital marketers, CRM consultants, online business managers, technical consultants, bookkeepers, and accountants who want to deploy effective automation techniques in Zapier. This book will help micro, small, or medium-sized businesses to increase their productivity using workflow automation with Zapier, as well as freelancers and contractors providing digital process improvement, systemizing, and automation services. No prior experience with business process automation or Zapier is required.

Table of Contents

1. Introduction to Business Process Automation with Zapier
2. Preparing to Automate your Processes
3. Building Your First Automated Workflow (Zap)
4. Managing Your Zaps
5. Troubleshooting and Handling Zap Errors
6. Creating Multi-step Zaps and Using Built-in Apps
7. Getting Started with Built-in Apps
8. Built-in Communication Apps
9. Exploring Built-in Apps for Extracting and Compiling Data
10. Other Useful Built-in Apps by Zapier
11. Advanced Built-In Apps by Zapier
12. Managing your Zapier Account with Built-in Apps
13. Formatting Date and Time
14. Formatting Numbers

(N.B. Please use the Look Inside option to see further chapters)

Kelly Goss is a process automation specialist and company director for Solvaa, a cloud-based automation consultancy. She has worked across multiple industry verticals for providing Zapier consultancy, digital process improvement, process mapping and process automation solutions. Kelly is a Zapier Certified Expert and a speaker at multiple events related to automation.