Automate It with Zapier and Generative AI Harness the Power of No-Code Workflow Automation and AI with Zapier to Increase Business Productivity
Organizations experience significant issues with productivity when dealing with manual and repetitive tasks. Automate it with Zapier, Second edition has been extensively revised on how to analyze your processes and identify repetitive tasks that can be automated between 6000+ cloud-based business ap...
| Otros Autores: | , |
|---|---|
| Formato: | Libro electrónico |
| Idioma: | Inglés |
| Publicado: |
Birmingham, England :
Packt Publishing Ltd
[2023]
|
| Edición: | Second edition |
| Materias: | |
| Ver en Biblioteca Universitat Ramon Llull: | https://discovery.url.edu/permalink/34CSUC_URL/1im36ta/alma991009764836806719 |
Tabla de Contenidos:
- Cover
- Title Page
- Copyright and Credits
- Contributors
- Table of Contents
- Preface
- Part 1: Getting Started with Zapier
- 1
- Chapter 1: Introduction to Business Process Automation with Zapier
- Technical requirements
- How process automation helps businesses increase productivity
- Introducing BPA
- 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?
- An example demonstrating the use of these terms
- 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
- Email Notifications
- Advanced
- Data Management
- Account
- Billing and Usage
- Members
- Summary
- Questions
- 2
- 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 information about your app.
- Reviewing the information on the app profile page
- 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
- Questions
- 3
- 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
- Creating your first Zap in the Zap editor
- Navigating the Zap editor
- Setting up your trigger step
- Setting up your action step
- Understanding statuses in steps
- Naming your Zap and turning it "On"
- Editing your Zap - Drafts and Versions
- 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
- Questions
- 4
- Chapter 4: Managing Your Zaps
- Technical requirements
- Keeping your Zaps organized
- Labeling your Zaps adequately
- Using folders and sub-folders in the Zap management area
- How to manage your Zaps
- Managing your Zaps using the top navigation bar
- Managing your Zaps from within their specific Zap rows
- Restoring Zaps from the Trash folder
- 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 with Zapier users outside your account
- Sharing Zaps and folders in your Team or Company account
- Summary
- Questions
- 5
- 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, communities, experts, and workshops
- 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
- Courses, workshops, and privately hosted communities
- Summary
- Questions
- Part 2: Customizing Your Zaps with Built-in Apps by Zapier - Functionality and Practical Uses
- 6
- 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
- Deleting, duplicating, pasting, reordering, and renaming steps in your Zaps
- Renaming a step
- Duplicating a step
- Adding steps
- Copying and pasting steps
- Deleting a step
- Reordering a step
- 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
- Newly released apps in the alpha and beta testing phases
- The powerful Formatter by Zapier app
- Apps with AI functionality
- Summary.
- Questions
- 7
- 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
- Questions
- 8
- 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
- Questions
- 9
- 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
- Questions
- 10
- 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
- The Reply to Chrome action 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
- Questions
- 11
- Chapter 11: Advanced Built-In Apps by Zapier
- Technical requirements
- Resources for understanding API documentation
- Webhooks by Zapier - using webhooks and HTTP requests in your Zaps
- Webhooks by Zapier trigger events
- Webhooks by Zapier action events
- An example of using the Catch Hook trigger event of Webhooks by Zapier
- An example of using the PUT action event of Webhooks by Zapier
- Using the API Request action event (feature in beta)
- Using App Extensions in multiple Zaps (feature in beta)
- Code by Zapier - using JavaScript or Python code in your Zaps.
- An example of using the Run JavaScript action event of Code by Zapier.
