Understanding Zapier, the workflow automation platform for business

Understanding Zapier, the workflow automation platform for business

Zapier helps businesses create automated processes to help boost worker productivity and save time and money.
As more and more work processes become digitized through the use of cloud applications, companies are finding it easier to automate mundane and repetitive tasks. Uploading files, creating calendar events and sending text messages to colleagues may seem trivial in isolation, but they can add up — taking away time and attention from more useful tasks.

“One of the biggest advantages of automation in the workplace is time savings,” said Wade Foster, CEO of workflow automation platform Zapier. The Sunnyvale, CA-based software firm has attracted some 1.8 million paid and free users since its launch in 2011, and claims its tools save users an average of 10 hours a week.

Zapier users can connect workflows across more than 2,000 apps, ranging from Microsoft Outlook, Excel and Dynamics CRM to Google’s various collaboration and productivity tools, and others such as Slack, Trello and Dropbox. There are various line-of-business applications, too — in particular, sales and marketing platforms such as Salesforce, Zoho CRM and HubSpot.

 

Zapier CEO Wade Foster.

In essence, Zapier aims to make it easier for workers to connect workflows across web apps using code-less automations, regardless of technical expertise. The no-code approach is also designed to lighten the load on IT staff.

“The advantages of personal workflow automation/citizen integrator tools are improved employee productivity and a reduced burden on central IT for relatively trivial integration/automation projects,” said Keith Guttridge, senior director analyst covering application architecture, infrastructure and integration at Gartner.

How does Zapier work?
Zapier relies on an intuitive interface that lets users set up “if this, then that” (IFTTT) rules that govern how its automations function. These are called “zaps,” and consist of a “trigger” — an event such as receiving an email or a sales lead — and one or more “actions,” which could be the creation of a contact in a spreadsheet.

 

References:

Finnegan Matthew. (November 24, 2020). computerworld. https://www.computerworld.com/article/3596601/zapier-understanding-the-workflow-automation-platform-for-small-biz.html

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