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Course Outline
Introduction to Zapier
- What is Zapier and how does it work?
- Key benefits of automation in business workflows
- Understanding Zaps, triggers, and actions
Setting Up a Zapier Account
- Creating a Zapier account
- Exploring the Zapier dashboard
- Understanding free vs. paid Zapier plans
Creating Your First Zap
- Choosing a trigger app and event
- Configuring actions and setting up workflows
- Testing and activating a Zap
Integrating Popular Apps with Zapier
- Connecting Google Sheets, Gmail, Slack, and Trello
- Automating email notifications and task management
- Setting up multi-step Zaps for complex workflows
Managing and Optimizing Zaps
- Monitoring Zap history and troubleshooting errors
- Using filters and conditions to refine automations
- Best practices for organizing and scaling workflows
Exploring Advanced Zapier Features
- Using Zapier Webhooks (for non-technical users)
- Understanding Paths and conditional workflows
- Exploring premium Zapier integrations
Summary and Next Steps
Requirements
- No prior coding experience required
- Basic familiarity with online business tools and apps
Audience
- Business professionals looking to automate repetitive tasks
- Entrepreneurs seeking to streamline operations
- Administrative staff managing workflows across multiple apps
7 Hours
Delivery Options
Private Group Training
Our identity is rooted in delivering exactly what our clients need.
- Pre-course call with your trainer
- Customisation of the learning experience to achieve your goals -
- Bespoke outlines
- Practical hands-on exercises containing data / scenarios recognisable to the learners
- Training scheduled on a date of your choice
- Delivered online, onsite/classroom or hybrid by experts sharing real world experience
Private Group Prices RRP from €2280 online delivery, based on a group of 2 delegates, €720 per additional delegate (excludes any certification / exam costs). We recommend a maximum group size of 12 for most learning events.
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Public Training
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