How I Automate Everything with Zapier

Save time and increase consistency by automating your apps. Implement 10 zaps with 9 apps during the course.
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  • Lectures 28
  • Length 1 hour
  • Skill Level All Levels
  • Languages English
  • Includes Lifetime access
    30 day money back guarantee!
    Available on iOS and Android
    Certificate of Completion
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About This Course

Published 12/2014 English

Course Description

How often do you share your blog post on Twitter by hand?

Or make a note in Asana or Basecamp to follow up with a prospect who made contact through your CRM?

Imagine every app you use talking to each other seamlessly, without you being involved.

In this course you'll learn how to:
-Make Twitter mentions show up in Asana
-Send personalized LinkedIn invites based on Infusionsoft form completions
-Get text messages when you get paid through PayPal
-And 7 more implementations

You can skip around the course as much as you like.

Want to implement everything YouTube right away? Go for it- check out the Connect YouTube lecture and the YouTube to RSS & LinkedIn lecture.

By the end of this course, you'll have your first apps talking to each other through Zapier and have more ideas for what to implement next.

What are the requirements?

  • Have your logins handy to apps you use like Google Docs, Infusionsoft, or Asana. We'll review how to set up a Zapier free trial to in the course.

What am I going to get from this course?

  • Better automate your workflow
  • Syndicate your blog
  • Never miss a social mention of your brand

Who is the target audience?

  • This Zapier course is for people fairly new to the app who want to understand how it basically functions and get ideas for basic zaps. People already using Zapier may get a few nifty ideas, but the course will be mostly review.

What you get with this course?

Not for you? No problem.
30 day money back guarantee.

Forever yours.
Lifetime access.

Learn on the go.
Desktop, iOS and Android.

Get rewarded.
Certificate of completion.


Section 1: How Zapier Works (or, Why Zapier Makes You Happier)

Learn how Zapier make apps talk to each other.


Walk through the steps to sign up for a free Zapier trial.


See through example how triggers and actions are different. Understand the difference between Zapier "listening" to an app and Zapier "talking" to an app.

Section 2: App Overview + How To Connect Anything to Anything

Look at the Infusionsoft triggers and actions, including those I like best.


Find out what Zapier can do with PayPal.


Learn how Zapier can listen and talk to Google Docs.


Review how Zapier can send you text messages.


I manage all my tasks through Asana. See how to throw tasks in to Asana from any app.


Get notifitcations when Zapier sees certain phrases or videos on YouTube.


Do more than just publishing your blog to Facebook.


Listen automatically to Twitter mentions and more.


You can create any zap you want, but many are already available in the Zapbook. Learn how to navigate it and install zaps from templates.

Section 3: Connect Your Apps

Connect Twitter to Zapier.


Connect Facebook to Zapier.


Connect LinkedIn to Zapier.


Connect Google Docs to Zapier.


Connect Asana to Zapier.

Section 4: 10 Zaps: Step by Step Walkthrough

Syndicate your blog through Twitter.


Syndicate your blog through Facebook.


Syndicate your blog through LinkedIn.


Send YouTube videos to RSS, or send YouTube videos to Asana to follow up on topics you care about.


Never miss a mention by sending Twitter notes in to Asana.


Send Infusionsoft contacts in to Asana when they get a tag applied, as through completing a form.


Send personalized LinkedIn invites. Get as specific as sending different invites based on a contact's purchase behavior.


Get a text when you get paid, but filter out small invoices if you like.


Make PayPal text you when you get paid and include your client's phone number so you can follow up immediately.

Section 5: Next Steps

Get started by implementing your first zap. Hear some ideas for how to decide what to automate first.

Section 6: Bonus Zaps
1 page

See how I use Zapier to monitor Reddit so I can best promote this course.

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Instructor Biography

Brian Keith, Infusionsoft Certified Consultant at Red Beard Consulting

Brian started using Infusionsoft in 2012 and now leads a team of three other Infusionsoft Certified Consultants.

He studies under Jermaine Griggs, founder of Automation Clinic, Hear And Play, and Ultimate Marketer of the year, who says:

"There are ICCs and then there is Brian Keith. He brings a creativity and skill level that is unparalleled. If you want a glorified user, Brian is overqualified. If you want real solutions and creative innovation, he's your man."

Brian teaches at the National Speaker's Association NW Speaker's Academy and has lectured at the WSU MBA program.

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