Automate It with Zapier : Boost Your Business Productivity Using Effective Workflow Automation Techniques.
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| Main Author: | |
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| Other Authors: | |
| Format: | Electronic eBook |
| Language: | English |
| Published: |
Birmingham :
Packt Publishing, Limited,
2021.
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| Subjects: | |
| Online Access: | CONNECT |
Table of 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
