book

Automate It with Zapier

Name: Automate It with Zapier
Author: Kelly Goss
ISBN: 9781800208971

by Kelly Goss

August 2021

Intermediate to advanced

618 pages

13h 43m

English

Packt Publishing

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Automate It with Zapier
ForewordContributorsAbout the authorAbout the reviewers
Preface
Who this book is forWhat this book coversTo get the most out of this bookDownload the color imagesConventions usedGet in touchShare Your Thoughts
Section 1: Getting Started with Zapier
Chapter 1: Introduction to Business Process Automation with Zapier
Technical requirementsHow process automation helps businesses to increase productivityIntroducing business process automationHow your business applications communicate with each otherThe options available for businesses to connect their toolsThe "no-code revolution" and workflow automation with ZapierUnderstanding the key terms used by ZapierWhat 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 planWhich is the right Zapier plan to use for your business?Creating a Zapier accountFamiliarizing yourself with navigation on the Zapier platformIcons in the left sidebarIcons on the top rightFooter menuChanging your settings and preferencesMy ProfileImportant settings to customize in My ProfileEmail NotificationsAdvancedData ManagementAccountBilling and UsageMembersSummary
Chapter 2: Preparing to Automate Your Processes
Technical requirementsSimplifying your processes and assessing what can be automatedAssessing your top-level management goalsInvolving your teamBrainstorming your processes and prioritizing themAnalyzing and simplifying your processesIdentifying what can be automatedDocumenting your processesEstablishing how your business apps integrate with ZapierSearching for your appReviewing information on the app profile pageAssessing how to use your app with ZapierGetting the most out of the Zapier app ecosystem directoryNavigating the app ecosystem directoryA brief guide to choosing new apps for your businessSummary
Chapter 3: Building Your First Automated Workflow (Zap)
Technical requirementsStrategizing your first workflowReviewing your process and app informationCreating a step-by-step workflow planConnecting your apps to ZapierConnecting your apps in My AppsHow to create your first Zap in the Zap editorNavigating in the Zap editorSetting up your trigger stepSetting up your action stepNaming your Zap and turning it "On"Using Zapier's guided workflows (Zap templates)Understanding field data typesDate/timeNumber (integer)Boolean (true/false)FileDecimalEnsuring your processes and automations stay currentSummary
Chapter 4: Managing Your Zaps
Technical requirementsKeeping your Zaps organizedLabeling your Zaps adequatelyUsing folders in the Zap management areaManaging your ZapsManaging your Zaps using the top navigation barManaging your Zaps from within their specific Zap boxesUtilizing the Zap Settings tab in the Zap editorUnderstanding Zap statusesManaging your connected appsSharing your connected appsSharing your Zaps and foldersSharing a copy of your ZapSharing Zaps and folders in your Team or Company accountSummary
Chapter 5: Troubleshooting and Handling Zap Errors
Technical requirementsManaging Zap error alertsAdjusting your email notification settingsSetting up an error alert workflow with the Zapier Manager built-in appManaging app status alertsMonitoring the Zapier Status pageSetting up an app status alert workflow with the App Status by Zapier built-in appUtilizing Zap history information for troubleshootingUnderstanding the Zap history pageUnderstanding task statusesViewing detailed Zap run informationManaging Zap history dataFinding help: help center, customer support, community, and expertsFinding app-specific help in app profilesUtilizing the Zapier help centerEngaging with the Zapier communityReaching out to Zapier customer supportHiring a Zapier Certified ExpertSummary
Section 2: Customizing Your Zaps with Built-in Apps by Zapier – Functionality and Practical Uses
Chapter 6: Creating Multi-Step Zaps and Using Built-In Apps
Technical requirementsCreating Zaps with multiple action and search stepsAdding a search step using the + iconAdding a Search step in a Choose value… fieldExercise – Creating a multi-step Zap with a search actionIntroducing apps by ZapierSetting run conditions and using logic with apps by ZapierUsing apps by Zapier for communicationExtracting and compiling data with apps by ZapierOther useful apps by ZapierAdvanced apps by ZapierManaging your Zapier account with apps by ZapierThe powerful Formatter by Zapier appSummary

Chapter 7: Getting Started with Built-In Apps
Technical requirementsFilter by Zapier – applying conditional logic to your ZapsSetting up the Filter by Zapier appUnderstanding filter conditionsPaths by Zapier – adding branching logic to your ZapsSetting up the Paths by Zapier appDelay by Zapier – adding delays to your ZapsThe Delay For action eventThe Delay Until action eventThe Delay After Queue action eventSchedule by Zapier – scheduling your Zaps to run at intervals The Every Hour trigger eventThe Every Day trigger eventThe Every Week trigger eventThe Every Month trigger eventExercise – creating a multi-step Zap with a scheduled trigger, search action, filter, path, and delay Summary
Chapter 8: Built-In Communication Apps
Technical requirementsSMS by Zapier – sending text messagesSetting up SMS by ZapierEmail by Zapier – sending and receiving emailsThe New Inbound Email trigger eventThe Send Outbound Email action eventThe New Read Receipt trigger eventSMTP by Zapier – sending emails through mail serversSetting up the SMTP by Zapier appIMAP by Zapier – retrieving emails from mail serversSetting up the IMAP by Zapier appCustomizing and using the New Email trigger eventCustomizing the New Mailbox trigger eventSummary
Chapter 9: Exploring Built-In Apps for Extracting and Compiling Data
Technical requirementsEmail Parser by Zapier – extracting data from emailsThe New Email trigger eventThe New Mailbox trigger eventRSS by Zapier – using RSS feed readersThe New Item in Feed trigger eventThe New Items in Multiple Feeds trigger eventThe Create Item in Feed action eventDigest by Zapier – compiling data in digestsThe Append Entry and Schedule Digest action eventThe Release Existing Digest action eventThe Find Digest search action eventExercise – creating a multi-step Zap with an RSS feed digestSummary
Chapter 10: Other Useful Built-In Apps by Zapier
Technical requirementsZapier Chrome extension – triggering one-off automations from any web pageSetting up the Google Chrome extension on your browserThe New Push trigger eventURL Shortener by Zapier – shortening URLs in your ZapsSetting up the Shorten URL action eventTranslate by Zapier – translating textThe Translate Text action eventThe Detect Language action eventLead Score by Zapier – scoring and retrieving lead informationThe Find Person and Company Information search action eventWeather by Zapier – using weather conditions in your ZapsThe Will It Rain Today? trigger eventThe Today's Forecast trigger eventThe Get Current Weather search action eventThe Tomorrow's Forecast search action eventRetrograde by Zapier – using astrological predictions in your ZapsSetting up a Retrograde by Zapier trigger eventSummary
Chapter 11: Advanced Built-In Apps by Zapier
Technical requirementsWebhooks by Zapier – Using webhooks in your ZapsCode by Zapier – Using JavaScript or Python code in your ZapsStorage by Zapier – Saving and storing dataSummary
Chapter 12: Managing Your Zapier Account with Built-In Apps
Technical requirementsApp Status by Zapier – Getting notifications of integration incidentsZapier Manager – Managing errors and account changes Events for managing Zap errors and alertsEvents for managing app, Zaps, and foldersEvents for Zapier account administrationEvents for Team and Company account user managementUse casesSummary
Section 3: Using the Features of the Formatter by Zapier Built-In App
Chapter 13: Formatting Date and Time
Technical requirementsAn introduction to the Formatter by Zapier built-in appThe basics of adjusting date and time values using ZapierUsing the date and time your Zap runs in fieldsManipulating dates and times with Formatter by ZapierUsing custom date formatsAdding or subtracting timeFormatting dates and timesSummary
Chapter 14: Formatting Numbers
Technical requirementsUsing Zapier to transform numerical valuesFormatting numbers with Formatter by ZapierSetting up the Numbers action event with the Format Number transform optionFormatting currencies with Formatter by ZapierUnderstanding country locales and currency formattingSetting up the Numbers action event with the Format Currency transform optionFormatting phone numbers with Formatter by ZapierSetting up the Numbers action event with the Format Phone Number transform optionPerforming mathematical operations with Formatter by ZapierSetting up the Numbers action event with the Perform Math Operation transform optionUsing spreadsheet-style formulas with Formatter by ZapierSetting up the Numbers action event with the Spreadsheet-Style Formula transform optionSummary
Chapter 15: Text Formatting Functions in Zapier – Part 1
Technical requirementsUsing Zapier to transform text valuesCapitalizing the first letter of every wordApplying title case to a string of wordsSetting up the Text action event with the Titlecase transform optionConverting all the characters in a string of text to uppercaseConverting all the characters in a string of text to lowercasePluralizing wordsSetting up the Text action event with the Pluralize transform optionFinding the first position of specified textSetting up the Text action event with the Find transform optionReplacing characters, words, or phrasesSetting up the Text action event with the Replace transform optionCounting the number of characters in a string of textSetting up the Text action event with the Length transform optionCounting the number of words in a string of textSetting up the Text action event with the Word Count transform optionRemoving whitespaceSetting up the Text action event with the Trim Whitespace transform optionSummary
Chapter 16: Text Formatting Functions in Zapier – Part 2
Technical requirementsConverting a name into the name of a superheroSetting up the Text action event with the Superhero Name transform optionSplitting characters or words into segmentsSetting up the Text action event with the Split transform optionTruncating text to a specified character lengthSetting up the Text action event with the Truncate transform optionRemoving HTML to leave plain textSetting up the Text action event with the Remove HTML transform optionAssigning a default valueSetting up the Text action event with the Default Value transform optionExtracting data from blocks of textExtracting an email address from a block of textExtracting numbers from blocks of textExtracting URLs from blocks of text Extracting phone numbers from blocks of text Advanced text formatting featuresSummary
Chapter 17: Zapier's Utilities Functions
Technical requirementsIntroducing the Formatter by Zapier Utilities action eventImporting data from CSV filesUsing lookup tablesSetting up the Utilities action event with the Lookup Table transform optionPicking data from a listSetting up the Utilities action event with the Pick from List transform optionManipulating line-itemsUnderstanding line-itemsConverting text to line-itemsConverting line-items to textUsing a line itemizer to create, append, or prepend line-itemsSummary
Section 4: Getting the Most Out of Zapier – Business Automation Examples
Chapter 18: Automating Your Marketing Processes
Technical requirementsAn introduction to automating your marketing processes with ZapierUnderstanding what marketing processes can be automated with ZapierWhere to start with automating your marketing processes with ZapierAutomating social media marketing processes with the Facebook Pages integrationFacebook Pages trigger eventsFacebook Pages action eventsSetting up a multi-step Zap with the Facebook Pages integrationSummary
Chapter 19: Automating Your Sales Processes
Technical requirementsAn introduction to automating your sales processes with ZapierUnderstanding what sales processes can be automated with ZapierWhere to start with automating your sales processes with ZapierAutomating lead management processes with CRM integrations, illustrated with PipedrivePipedrive trigger eventsPipedrive action eventsPipedrive search action eventsTips for using the Pipedrive integrationSetting up a multi-step Zap with the Pipedrive integrationSummary
Chapter 20: Automating Your Operations Processes
Technical requirementsAn introduction to automating your operations processes with ZapierUnderstanding what operations processes can be automated with ZapierWhere to start with automating your operations processes with ZapierAutomating online Word document processes with the Google Docs integrationGoogle Docs trigger eventsGoogle Docs action eventsGoogle Docs search action eventsSetting up a multi-step Zap with the Google Docs integrationSummary
Chapter 21: Automating Your Finance and Reporting Processes
Technical requirementsAn introduction to automating your finance processes with ZapierUnderstanding what finance processes can be automated with ZapierAn introduction to automating your reporting processes with ZapierUnderstanding what reporting processes can be automated with ZapierWhere to start with automating your finance and reporting processes with ZapierAutomating accounting processes with the Xero integrationCommon fields in Xero trigger, action, and search action eventsXero trigger eventsXero action eventsXero search action eventsTips for using the Xero integrationSetting up a multi-step Zap with the Xero integrationSummary
Chapter 22: Tips, Tricks, and Best Practices to Enhance Your Productivity
Technical requirementsBest practices for using Zapier effectivelyStart with the basics Prepare before you automateGet to grips with steps, fields, and data mapping Manage your Zaps effectivelyStay on top of your task usageSet up alerts and understand how to troubleshootUnderstand the different built-in Zapier appsGet inspiredReview your processes and automations regularlyTips and tricks to enhance your use of ZapierTrigger data not pulling throughExtra Fields alertsRefresh fields when you make adjustments in your appImproving the Zapier integrationThink outside of the boxUse the Zapier community as a resourceSummary
Chapter 23: Challenge Your Problem-Solving and Zap-Building Skills
Technical requirementsIntroduction and guidanceScenario 1 – noviceScenario 2 – intermediateScenario 3 – advancedGuidance on suggested solutions for each scenarioScenario 1 – one possible solutionScenario 2 – one possible solutionScenario 3 – one possible solutionSummary
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Content preview from Automate It with Zapier

Chapter 21: Automating Your Finance and Reporting Processes

So far, we've covered how to automate three essential business functions, namely, marketing, sales, and operations. Having efficient processes in those three areas directly impacts your finance processes as more leads are converted into sales, which are then smoothly served, which means that there are more accounting transactions to handle. Automating your finance processes therefore means that as you scale, you can handle larger volumes of transactions quicker and more accurately, thereby giving you access to real-time financial performance data.

Once you've got a better handle on your accounting processes, you can focus on getting better visibility of the higher-quality data coming ...

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ISBN: 9781800208971

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Automate It with Zapier

by Kelly Goss

Chapter 21: Automating Your Finance and Reporting Processes

Become an O’Reilly member and get unlimited access to this title plus top books and audiobooks from O’Reilly and nearly 200 top publishers, thousands of courses curated by job role, 150+ live events each month,
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