Automate it with Zapier : boost your business productivity using effective workflow automation techniques

Automate it with Zapier boost your business productivity using effective workflow automation techniques

Detalles Bibliográficos
Otros Autores: Goss, Kelly, author (author)
Formato: Libro electrónico
Idioma:Inglés
Publicado: Birmingham, England ; Mumbai : Packt [2021]
Materias:
Workflow management systems.
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.

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