March 18

How To Automate Workflows With Zapier

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By Neil Morecraft

March 18, 2021

Actions, API, Automation, Integration, Triggers, Workflows, Zapier

Get the best of Automate Workflows

Whatever your workflow is, there’s a good chance that the software Zapier can do it for you automatically. Unfortunately, small to medium-sized businesses often make things more difficult for themselves by not taking advantage of best-of-breed technologies to automate workflows.

If you use a vast range of business and productivity apps then you will need a way to connect them all for a couple of reasons. Firstly, it will save you time. Secondly, it will save you money. If you don’t connect them, the productivity apps fail to be, for want of a better word, productive!

I want to encourage you to work smarter. Not harder. And that is where Zapier comes in.

Zapier is a global company that enables end-users to integrate various web applications they use. Simply put, its function is to seamlessly connect your apps and automate workflows. It is often referred to as a translator between web APIs and, consequently, it is a great time-saving tool for any business owner. Many users, myself included, say that Zapier saves them several hours each week!

Ultimately, apps that are able to leverage each other’s data, software, and services are very valuable to users. Not only do they save time, but they also boost functionality, and keep users engaged.

Zapier leads the pack with its ability to do this. It has over 2000 web apps that it integrates with to give you the best opportunity to automate workflows. This includes software such as Mailchimp, Yoast SEO, and Asana. Furthermore, the “zaps” (more on this below) can be created in just a few minutes with no code required.

Zapier offers a free level of service, as well as a starter, professional and professional plus account. The package to go for depends on how many apps you want to integrate with and how many workflows you want to automate. Therefore it is fair to say that it has a package suitable for both small businesses and large corporations.

Automate Workflows With Zapier’s Zaps

Simply put, the integration between two apps is called a Zap, and it’s the key to how Zapier works. Firstly, pick an event in an app that starts your Zap—for instance, receiving a new lead or an email. Then, tell Zapier what action to do next! It will then pull data from the other app to complete the task on your behalf.

In addition, there can be several zaps per app, that are dependent on certain triggers or actions. You can chain commands together by having an “If X happens, do Y” structure, and X and Y can be basically any app. Remember, there are over 2000 integrations available!

In conclusion, Zapier is a great time-saving tool to automate workflows. It is super simple to get to grips with and allows even small companies to make a big impact.

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