Automate It with Zapier : Boost Your Business Productivity Using Effective Workflow Automation Techniques.

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Bibliographic Details
Main Author: Goss, Kelly
Other Authors: Jones, Cody
Format: Electronic eBook
Language:English
Published: Birmingham : Packt Publishing, Limited, 2021.
Subjects:
Online Access:CONNECT

MARC

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500 |a Description based upon print version of record. 
505 0 |a 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 
505 8 |a 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 
505 8 |a 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 
505 8 |a 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 
505 8 |a 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 
500 |a Using folders in the Zap management area. 
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650 0 |a Workflow management systems. 
650 0 |a Management information systems. 
650 0 |a Automation  |x Industrial applications. 
700 1 |a Jones, Cody. 
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