Zapier Fundamentals for Business Automation
4.5 (12 ratings)
Course Ratings are calculated from individual students’ ratings and a variety of other signals, like age of rating and reliability, to ensure that they reflect course quality fairly and accurately.
87 students enrolled

Zapier Fundamentals for Business Automation

Do more with less. Business automation can be simple and affordable.
4.5 (12 ratings)
Course Ratings are calculated from individual students’ ratings and a variety of other signals, like age of rating and reliability, to ensure that they reflect course quality fairly and accurately.
87 students enrolled
Created by Shaun Hughston
Last updated 6/2020
Current price: $69.99 Original price: $99.99 Discount: 30% off
5 hours left at this price!
30-Day Money-Back Guarantee
This course includes
  • 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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What you'll learn
  • 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.

Enter Zapier.

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

Who this course is for:
  • Small business owners
  • Entrepreneurs
  • Anyone who wants to automate
Course content
Expand all 16 lectures 01:08:04
+ Welcome!
3 lectures 04:29

Welcome to the Zapier fundamentals course! This is where you'll find each of the lessons, and supporting materials. Watch this video before you make a start  ➡️

Preview 01:34

The course is designed to be completed in sequence, but you can jump between videos if you prefer. Make sure you join the Automation Hackers Facebook group to post your questions, problems, and queries.

Course Structure

Zapier is a tool to connect different apps together - kind of like a road between two or more cities. It's an awesome way of creating business automations without having to be a programmer or building apps.

What Is Zapier??
+ Course Lessons
10 lectures 01:02:49

We'll cover how to get to the right place to open your shiny new Zapier account, to take the first steps towards automation.

Lesson 1 - Sign Up For Zapier

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.

Preview 06:19

Let's get into the fun part - building your first Zap! In this lesson, you'll learn how to create a basic form in Jotform, and integrate it with Airtable using the magic of Zapier.

Lesson 3 - Creating A Basic Zap

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.

Preview 07:28

The Zapier URL shortener is a little-known secret that can add huge power to a lot of different types of Zaps. You'll learn how to use it, and we'll show you some inspiration of when to implement it.

Lesson 6- Zapier URL Shortener

In this module, you'll learn about Zapier paths - a relatively new utility that builds on the filter function to create several paths to automate different scenarios. We'll also take a look at using email out of Zapier.

Zapier Utilities- Paths & Email

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.

Team Task Management With Trello

If your company is like 99% of other businesses, you're probably drowning in paperwork. In this lesson, you learn how to build a fully automated document system, using an online form, and a document automation tool. Say goodbye to filing systems!

Automated Document Creation

Once you build a Zap, you might want to share it with friends or colleagues in your industry. You'll learn how to use this new Zapier feature in this quick lesson.

Sharing A Zap

Zapier can do a lot, but it can't make your breakfast, or walk the dog (yet!). Learn about some of the limitations of Zapier, and when you need to start considering a more custom system.

Zapier Limitations
+ Bonuses
2 lectures 00:20

In this guide, you'll get 7 key tips to automation for busy parents (or anyone, really!). From using Alexa and Wyze, to human automation, and communication tools for your business, there's an idea for you.

7 Automation Tips for Busy Parents

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.

Digital Decluttering/5 Things Checklists