| Description |
1 online resource (618 p.) |
| Note |
Description based upon print version of record. |
| Contents |
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 |
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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 |
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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 |
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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 |
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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 |
| Note |
Using folders in the Zap management area. |
| Subject |
Workflow management systems.
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Management information systems.
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Automation -- Industrial applications.
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Systèmes de gestion de flux de travail. |
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Systèmes d'information de gestion. |
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Automatisation -- Applications industrielles. |
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Management information systems |
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Workflow management systems |
| Added Author |
Jones, Cody.
|
| Other Form: |
Print version: Goss, Kelly Automate It with Zapier Birmingham : Packt Publishing, Limited,c2021 |
| ISBN |
9781800200470 |
|
1800200471 |
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