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Automate It with Zapier Boost Your Business Productivity Using Effective Workflow Automation Techniques
Author
Title
Automate It with Zapier [electronic resource] : Boost Your Business Productivity Using Effective Workflow Automation Techniques.
ISBN
1800200471
9781800200470
9781800208971 (pbk.)
Published
Birmingham : Packt Publishing, Limited, 2021.
Physical Description
1 online resource (618 p.)
Local Notes
Access is available to the Yale community.
Notes
Description based upon print version of record.
Using folders in the Zap management area.
Access and use
Access restricted by licensing agreement.
Variant and related titles
O'Reilly Safari. OCLC KB.
Other formats
Print version: Goss, Kelly Automate It with Zapier Birmingham : Packt Publishing, Limited,c2021
Format
Books / Online
Language
English
Added to Catalog
April 02, 2024
Contents
Cover
Title page
Copyright and Credits
Dedication
Foreword
Contributors
Table of Contents
Preface
Section 1: Getting Started with Zapier
Chapter 1: Introduction to Business Process Automation with Zapier
Technical requirements
How process automation helps businesses to increase productivity
Introducing business process automation
How your business applications communicate with each other
The options available for businesses to connect their tools
The ""no-code revolution"" and workflow automation with Zapier
Understanding the key terms used by Zapier
What is an app?
What is a Zap?
What is a trigger?
What is an action?
What is a task?
What is the Zap editor?
What is the update time/syncing interval?
What is a filter?
What is a formatter?
What are paths?
What is a multi-step Zap?
What is Zap history?
What is Autoreplay?
Choosing the right Zapier plan
Which is the right Zapier plan to use for your business?
Creating a Zapier account
Familiarizing yourself with navigation on the Zapier platform
Icons in the left sidebar
Icons on the top right
Footer menu
Changing your settings and preferences
My Profile
Important settings to customize in My Profile
Email Notifications
Advanced
Data Management
Account
Billing and Usage
Members
Summary
Chapter 2: Preparing to Automate Your Processes
Technical requirements
Simplifying your processes and assessing what can be automated
Assessing your top-level management goals
Involving your team
Brainstorming your processes and prioritizing them
Analyzing and simplifying your processes
Identifying what can be automated
Documenting your processes
Establishing how your business apps integrate with Zapier
Searching for your app
Reviewing information on the app profile page
Assessing how to use your app with Zapier
Getting the most out of the Zapier app ecosystem directory
Navigating the app ecosystem directory
A brief guide to choosing new apps for your business
Summary
Chapter 3: Building Your First Automated Workflow (Zap)
Technical requirements
Strategizing your first workflow
Reviewing your process and app information
Creating a step-by-step workflow plan
Connecting your apps to Zapier
Connecting your apps in My Apps
How to create your first Zap in the Zap editor
Navigating in the Zap editor
Setting up your trigger step
Setting up your action step
Naming your Zap and turning it ""On
Using Zapier's guided workflows (Zap templates)
Understanding field data types
Date/time
Number (integer)
Boolean (true/false)
File
Decimal
Ensuring your processes and automations stay current
Summary
Chapter 4: Managing Your Zaps
Technical requirements
Keeping your Zaps organized
Labeling your Zaps adequately
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