Chapter 3: Building Your First Automated Workflow (Zap)

In this chapter, we cover all the need-to-know information to enable you to start automating manual and repetitive tasks in your business. We start by covering how to strategize and plan individual workflows before automating them. We then dive into working through a step-by-step process of connecting your apps to Zapier, introduce the Zap editor, and work through an example to create your first Zap from scratch. We show you how you can access a wide range of pre-built or guided workflows created by Zapier, to speed up your Zap building process. We explain the different field types you may see in your action steps, and how to use the correct data formats for their fields. We conclude the ...

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