2022 Zapier - How to Automate your Business (Updated)

In this class you will learn more about Zapier apps available and Zapier Explore section. You will understand how to explore details of each app like triggers, actions and searches. It is a great opportunity to visualize automations suggestions between apps. Just pick up your favorite apps and see suggestions provided by Zapier. Do you use heavily Twitter, Evernote, Trello, Asana, Todoist, Stripe, Google Sheet or other apps? Just select some of your favorite apps and check recommendations.

In this class you will learn how to create your first Zap and the basic configurations you need to understand to setup Zapier properly.

In this class you will learn how Zapier task history works and how easy is to check past history transactions. Task history is an important area of Zapier to validate whether automations are working and transactions are flowing properly. Use Zapier task history section for auditing. Search for transactions is powerful and easy.

In this class you will learn how to connect your favorite app account on Zapier. Security is an important aspect of the integration and Zapier follow security guidelines of each app.

In this class you will learn about important aspects of Zapier settings section and understand how to configure your billing, timezone and alert preferences. 

In this class you will lean the differences of each Zapier price plans available.
You will understand the characteristics to choose the best plan for your need. You can keep using free version after the trial period. Just be aware of the Zapier limitation of free plan.

In this class you will learn in a more detail way about triggers and actions. This is an important concept of Zapier as it is the core of all Zaps. Learn with a real example how to integrate Google Sheet with Trello and identify the different actions and triggers provided by each app. 

In this class you will learn about what is Zapier standard, premium and beta apps and how this restrict your ability to create zaps (if you are running a free plan).

In this class, you will learn about the use of Zapier to bulk copy multiple records from one system to a target system in minutes.

In this class you will learn in detail step by step how to create your first zap. The zap will be created from scratch integrating Gmail and Todoist for a quick email follow up task.

In this class you will learn how to automate your marketing activities and save time posting in different social media. The automation, used as an example, integrate RSS and Linkedin. Every time a new post is published at the website, the content is automatically shared to Linkedin. Use this as a baseline and add more social networks in your zap.

In this class you will learn the benefits and examples of multi-step Zapier to create more sophisticated workflows. You will see an example of how your marketing team can receive notifications when new submitted surveys happen and another example of how to automate your training business (From a financial payments from Stripe, feed an Google sheet report, send email to the team, update the client record at Salesforce and grant access to the client at NewKajabi)

In this class you will see the setup of a multi-step Zapier step by step and how Zapier can be powerful to automate your email follow up with your team. (Gmail + TodoIst + Slack)

In this class you will learn how to use the powerful search functionality to search information in apps. You will learn how to feed a Google sheet with contact information from other system. If the contact does not exist in the Google Sheet list, Zapier will create automatically. If exist, it will update the information with the most recent data.

In this class you will learn how to use Zapier filters to setup business conditions. Based on filters you can define rules and conditions to avoid the execution of specific workflows.

In this class you will learn how to make sure your Zapier configurations and basic requirements are ready to go. This basic validation will guide you during the setup and tests. 

In this class you will learn how to use Zapier setup preview (a new feature of Zapier) to have a smooth configuration.

In this class, you will learn the relevant configurations of Zapier Settings you need to know.

In this class you will learn how to track any transaction status and its details using Zapier transaction history section. This is a great way to audit your workflow and check if all information is flowing as expected. You will understand how to go deep in each transaction and use the powerful filters to find what you are looking for.

In this class you will learn how to search for specific transactions in your Zaps. Let's say you want to find transactions of one specific customer based on a customer's email you have. Just do a search based on email and find all transactions that contains this email. You will also understand how Zapier replay feature work in case you need to retry one specific transaction

In this class you will learn how to the native app from Zapier called Zapier Manager to monitor errors, users actions regarding your automations and feed other systems for error history purpose.

In this class, you will learn about Zapier draft zap and how this nice feature help to avoid worrying to lose Zapier configurations. You can start crafting your Zapier integrations and everything is being saved as a draft zap.

In this class you will learn how to use Zapier folders to organize your zaps and keep everything oganized. As much as you start getting results, you and your team will start creating many zaps. So important as define great zaps, is to maintain them organized for future maintenance.

In this class you will learn how to keep your Zapier account organized in folders. Learn how to rename and move zaps among folders.

In this class you will learn how to use duplication feature to quickly create new zaps for tests or as a baseline for new ones. This is a time saving feature that you should learn.

In this class you will learn an overview of Zapier built in apps. These tools are useful to transform data and parse information during your workflows. Learn now what you can do with these standard built in apps.

In this class you will learn how to automate and publish all survey submissions from Typeform to a Google Spreadsheet using Zapier. Use the learnings of this class to re-think your processes. You can replace used systems presented in this class for others like (Stripe, Paypal, SalesForce, Pipedrive, ActiveCampaign), etc.

In this class you will learn how to setup step by step the Zapier Google Sheet find row functionality. This is really useful when you have Google Sheet list and want to keep it with latest update. 

In this class you will learn how to use Zapier to copy all photos you uploaded to Dropbox and send it to Facebook photos automatically. You can use Zapier to create photo backups and keep your information and photos safe.

In this class you will learn how to use Zapier to integrate Facebook LeadAds with ActiveCampaign. Facebook LeadAd is one of lead generation campaign available at Facebook Ads and provide a interesting way to capture emails.

In this class you will learn how to integrate your Gotowebinar account and send all registrants direct to your preferred email marketing software like Mailchimp, Drip, Aweber, etc. This is a powerful integration to send your contacts the right message.

In this class you will learn how to integrate Stripe with Google sheet using Zapier. Learn the important characteristics of Stripe triggers and generate the report your company need. Not only for sales, but refund, charge, subscription, cancellation, etc.

In this class you will learn how to use Zapier to save time creating new tasks manually. Automate your Slack communication creating tasks at your favorite task app with just one click. You will understand why I use Evernote for task management in this video.

Are you running Salesforce? Would you like to integrate with other tools? I'll show you how to integrate Salesforce with a marketing automation tool like ActiveCampaign. You'll learn how to implement a workaround about update record. Today Zapier Salesforce app doesn't provide natively update trigger.

Use this automation to start follow up, sales and discount automations at ActiveCampaign based on an action at Salesforce.

In this class you will learn how to use Zapier to automate your sales process. What would you like to happen after someone purchase your product or service? I will show in this class the automated process I use for my business. 

In this class you will learn how to expand the possibilities of Airtable using Zapier. If you can't wait for Airtable improvement, Zapier can help you while things are in development. 

In this bonus you will learn 100 ideas to use Zapier and improve your business processes. This material will help opening your mind for new automation possibilities.