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 tasksKey FeaturesLearn Zapier and find solutions to specific problems with this comprehensive yet concise guideExplore various scenarios describing speci...
| Otros Autores: | |
|---|---|
| Formato: | Libro electrónico |
| Idioma: | Inglés |
| Publicado: |
Birmingham, England ; Mumbai :
Packt
[2021]
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| Materias: | |
| Ver en Biblioteca Universitat Ramon Llull: | https://discovery.url.edu/permalink/34CSUC_URL/1im36ta/alma991009644255906719 |
Tabla de Contenidos:
- 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
- Using folders in the Zap management area
- Managing your Zaps
- Managing your Zaps using the top navigation bar
- Managing your Zaps from within their specific Zap boxes
- Utilizing the Zap Settings tab in the Zap editor
- Understanding Zap statuses
- Managing your connected apps
- Sharing your connected apps
- Sharing your Zaps and folders
- Sharing a copy of your Zap
- Sharing Zaps and folders in your Team or Company account
- Summary
- Chapter 5: Troubleshooting and Handling Zap Errors
- Technical requirements
- Managing Zap error alerts
- Adjusting your email notification settings
- Setting up an error alert workflow with the Zapier Manager built-in app
- Managing app status alerts
- Monitoring the Zapier Status page.
- Setting up an app status alert workflow with the App Status by Zapier built-in app
- Utilizing Zap history information for troubleshooting
- Understanding the Zap history page
- Understanding task statuses
- Viewing detailed Zap run information
- Managing Zap history data
- Finding help: help center, customer support, community, and experts
- Finding app-specific help in app profiles
- Utilizing the Zapier help center
- Engaging with the Zapier community
- Reaching out to Zapier customer support
- Hiring a Zapier Certified Expert
- Summary
- Section 2: Building a Photo Sharing App
- Chapter 6: Creating Multi-Step Zaps and Using Built-In Apps
- Technical requirements
- Creating Zaps with multiple action and search steps
- Adding a search step using the + icon
- Adding a Search step in a Choose value... field
- Exercise - Creating a multi-step Zap with a search action
- Introducing apps by Zapier
- Setting run conditions and using logic with apps by Zapier
- Using apps by Zapier for communication
- Extracting and compiling data with apps by Zapier
- Other useful apps by Zapier
- Advanced apps by Zapier
- Managing your Zapier account with apps by Zapier
- The powerful Formatter by Zapier app
- Summary
- Chapter 7: Getting Started with Built-In Apps
- Technical requirements
- Filter by Zapier - applying conditional logic to your Zaps
- Setting up the Filter by Zapier app
- Understanding filter conditions
- Paths by Zapier - adding branching logic to your Zaps
- Setting up the Paths by Zapier app
- Delay by Zapier - adding delays to your Zaps
- The Delay For action event
- The Delay Until action event
- The Delay After Queue action event
- Schedule by Zapier - scheduling your Zaps to run at intervals
- The Every Hour trigger event
- The Every Day trigger event
- The Every Week trigger event.
- The Every Month trigger event
- Exercise - creating a multi-step Zap with a scheduled trigger, search action, filter, path, and delay
- Summary
- Chapter 8: Built-In Communication Apps
- Technical requirements
- SMS by Zapier - sending text messages
- Setting up SMS by Zapier
- Email by Zapier - sending and receiving emails
- The New Inbound Email trigger event
- The Send Outbound Email action event
- The New Read Receipt trigger event
- SMTP by Zapier - sending emails through mail servers
- Setting up the SMTP by Zapier app
- IMAP by Zapier - retrieving emails from mail servers
- Setting up the IMAP by Zapier app
- Customizing and using the New Email trigger event
- Customizing the New Mailbox trigger event
- Summary
- Chapter 9: Exploring Built-In Apps for Extracting and Compiling Data
- Technical requirements
- Email Parser by Zapier - extracting data from emails
- The New Email trigger event
- The New Mailbox trigger event
- RSS by Zapier - using RSS feed readers
- The New Item in Feed trigger event
- The New Items in Multiple Feeds trigger event
- The Create Item in Feed action event
- Digest by Zapier - compiling data in digests
- The Append Entry and Schedule Digest action event
- The Release Existing Digest action event
- The Find Digest search action event
- Exercise - creating a multi-step Zap with an RSS feed digest
- Summary
- Chapter 10: Other Useful Built-In Apps by Zapier
- Technical requirements
- Zapier Chrome extension - triggering one-off automations from any web page
- Setting up the Google Chrome extension on your browser
- The New Push trigger event
- URL Shortener by Zapier - shortening URLs in your Zaps
- Setting up the Shorten URL action event
- Translate by Zapier - translating text
- The Translate Text action event
- The Detect Language action event.
- Lead Score by Zapier - scoring and retrieving lead information
- The Find Person and Company Information search action event
- Weather by Zapier - using weather conditions in your Zaps
- The Will It Rain Today? trigger event
- The Today's Forecast trigger event
- The Get Current Weather search action event
- The Tomorrow's Forecast search action event
- Retrograde by Zapier - using astrological predictions in your Zaps
- Setting up a Retrograde by Zapier trigger event
- Summary
- Chapter 11: Advanced Built-In Apps by Zapier
- Technical requirements
- Webhooks by Zapier - Using webhooks in your Zaps
- Code by Zapier - Using JavaScript or Python code in your Zaps
- Storage by Zapier - Saving and storing data
- Summary
- Chapter 12: Managing Your Zapier Account with Built-In Apps
- Technical requirements
- App Status by Zapier - Getting notifications of integration incidents
- Zapier Manager - Managing errors and account changes
- Events for managing Zap errors and alerts
- Events for managing app, Zaps, and folders
- Events for Zapier account administration
- Events for Team and Company account user management
- Use cases
- Summary
- Section 3: Using the Features of the Formatter by Zapier Built-In App
- Chapter 13: Formatting Date and Time
- Technical requirements
- An introduction to the Formatter by Zapier built-in app
- The basics of adjusting date and time values using Zapier
- Using the date and time your Zap runs in fields
- Manipulating dates and times with Formatter by Zapier
- Using custom date formats
- Adding or subtracting time
- Formatting dates and times
- Summary
- Chapter 14: Formatting Numbers
- Technical requirements
- Using Zapier to transform numerical values
- Formatting numbers with Formatter by Zapier
- Setting up the Numbers action event with the Format Number transform option.
- Formatting currencies with Formatter by Zapier.
