Zapier Fundamentals for Business Automation
- 1 hour on-demand video
- 3 articles
- 2 downloadable resources
- Full lifetime access
- Access on mobile and TV
- Certificate of Completion
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- How to create a basic Zap
- Creating online forms
- Automating document creation
- Team task management with Trello
- Learn about Zapier features
- Use Email by Zapier
- Sharing Zaps
- Zapier paths
- Using Zapier utilities
- Limitations of Zapier
- No prerequisites, this is an absolute beginner course
Attention Small Business Owners!
I’ve just released my brand new Zapier Fundamentals Course
All new content, new Zapier features, over an hour of easy-to-follow, self-paced how-to videos.
It’s not for everyone though, so read on to see if it’s right for you….
If you’re like me, I’m always looking for savings in my overheads and doing more with less.
Years ago, I was searching for a way to automate my business with minimal outlay and effort - but with maximum efficiency. ?
As soon as I started using Zapier, I was hooked. And in the first year I implemented automation in my company, I saved over $50k per year in business costs.
You’ve probably heard of it - it’s the online platform that helps you connect thousands of apps so you can automate almost every aspect of your business.
You might have tried to use Zapier already… and perhaps even made a few Zaps. But I know from experience that learning how to use a powerful system like Zapier can feel frustrating without the right direction.
So you need a way to learn how, right?
I’ve put together a beginners Zapier course that covers all the fundamentals. Here’s what you’ll learn:
- All the ins and outs of how Zapier works
- Starting with a basic Zap
- Creating online forms
- Integrating with Airtable
- Build automated documents
- Leverage Trello for automated team task management
- Zapier helpers - the magic of filters, formatter, and delays
- Understand Zapier paths
- How to share a Zap
-The power of the Zapier URL shortener
This course is for beginners - if you’re super experienced in Zapier, it’s not for you. If you’re looking for advanced content, it’s not in this course.
It’s designed to get you from zero (or close to it!) to a confident Zapier user in no time at all.
Once you start the first few videos, it will be a breeze,
Technology is changing the way the game is played, and it’s making it easier to boost profits with less stress.
...and I want to show you how you can take advantage of it today
- Small business owners
- Anyone who wants to automate
Welcome to the Zapier fundamentals course! This is where you'll find each of the lessons, and supporting materials. You can come to this page at any time to find each of the lessons, and view any new content that we add. Watch this video before you make a start ➡️
If you're brand new to Zapier, take this tour to see the ins and outs of how it all comes together. See what a Zap looks like, how to organise with folders, and check out the pricing structure and how it works.
In this lesson, we delve into using Filters, learning about formatting text and numbers, and using delays in Zapier. Key tools for building your new zaps.
Trello is a force to be reckoned with - part project management tool, part to-do list, it's an awesome way to allocate and distribute work across your team. In this lesson, you'll build an automated team task management system that does the heavy management lifting for you.
On one page, this is a printable digital decluttering checklist - to get your online life organised and in order. Progress through the levels to make it to ultra-organised.
On the other page are the 5 Things you should be automating - from sales and marketing, to finance, operations, and more.