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Zapier Workshop Syllabus

Session 1 –
Introduction to Zapier


In this first session, you’ll be introduced to the power of
Zapier! We’ll learn about the various features, apps supported, subscription
options, and how to navigate the program. We’ll also build our first Zap!

Apps highlighted in this session: Gmail, Slack,
SMS by Zapier

Subscription level needed: Free


Session 2 – Email
and Zapier


In session 2, we’ll begin by learning how Zapier works with
various email applications like Gmail and Outlook and how to use Zapier
built-in apps to connect most any email account to Zapier. We’ll set up an
automated email to collect information when a new Customer or Vendor is added
to your accounting software.

We’ll continue our journey by exploring how Filters
by Zapier
 is used to apply conditional logic to workflows. (so not EVERY
customer or vendor gets an email!)

Apps highlighted in this Session: Gmail,
Outlook, IMAP by Zapier, SMTP by Zapier, Email by Zapier

Subscription level needed: Standard

Session 3 – Formatter
by Zapier: Part 1

Session 3 will introduce you to the endless possibilities
when creating automations between the different apps you use. Formatter
by Zapier
 is an essential tool in your automation toolbox that we’ll
use to supercharge our Zap workflows by transforming and manipulating data. 

Apps highlighted in this Session: Formatter by
Zapier (text), QuickBooks Online

Subscription level needed: Standard


Session 4 – Formatter
by Zapier: Part 2

In session 4, we will continue learning how to use the Formatter
by Zapier
 tool to transform our data, focusing on the numbers and
utilities options. This powerful built-in tool allows you to transform data
using mathematical and spreadsheet functions.

Apps highlighted in the Session: Formatter by Zapier
(numbers), Stripe

Subscription level needed: Standard


Session 5 – Other Zapier
Built-in Apps

Session 5 introduces you to other built-in utilities in
Zapier you can use to perfectly time your automation. You’ll also learn how to
parse emails to grab just the data you need to push to other applications you
use with the Email Parser by Zapier tool.

Apps highlighted in the Session: Schedule by Zapier, Delay
by Zapier, Push by Zapier, Email Parser by Zapier, PayPal, Stripe, Google

Subscription level needed: Standard


Session 6 – Automate
your customer on-boarding

In this session, you’ll put your knowledge to the test to design
a multi-step Zap automation to gather information needed from your customer and
on-board them to the different apps you use in your business.  Pre-work is required for this session. An
example will be demonstrated.

Apps highlighted in the Session: Google Forms, Formatter
by Zapier, MailChimp, Practice Ignition, QuickBooks

Subscription level needed: Standard