Understand Zapier, the Small Business Workflow Automation Platform

Understand Zapier, the Small Business Workflow Automation Platform
            A medida que se digitalizan cada vez más procesos de trabajo mediante el uso de aplicaciones en la nube, a las empresas les resulta más fácil automatizar las tareas mundanas y repetitivas.  La descarga de archivos, la creación de eventos de calendario y el envío de mensajes de texto a compañeros de trabajo pueden parecer triviales por sí solos, pero pueden sumarse, lo que quita tiempo y atención a tareas más útiles.
"One of the biggest benefits of automating the workplace is saving time," said Wade Foster, CEO of the Zapier Workflow Automation Platform. The Sunnyvale, California-based software company has attracted some 1.8 million free and paid users since its launch in 2011 and says its tools save users an average of 10 hours per week.

Director ejecutivo de Zapier Wade Foster Zapier Zapier's CEO, Wade Foster. Zapier users can connect workflows across more than 2000 apps, ranging from Microsoft Outlook, Excel, and Dynamics CRM to various collaboration and productivity tools from Google and others like Slack, Trello, and Dropbox. There are also various business apps, especially sales and marketing platforms like Salesforce, Zoho CRM, and HubSpot. At its core, Zapier aims to make it easy to connect workflows between web apps using no-code automations, regardless of your technical expertise. The no-code approach is also designed to ease the burden on IT staff. “The benefits of personal workflow automation/citizen onboarding tools are increased employee productivity and reduced core IT workload for onboarding/onboarding projects. relatively straightforward automation,” said Keith Guttridge, senior senior analyst responsible for application architecture, infrastructure and integration at Gartner.

How does Zapier work?

Zapier is built on an intuitive interface that allows users to set up “if this then that” (IFTTT) rules that govern how their automations work. These are called "zaps" and consist of a "trigger" (an event like receiving an email or a lead) and one or more "actions", which may be creating a contact in a spreadsheet. Zapier users can, for example: Creating a workflow is easy. The easiest option is to choose from the templates available in the Dashboard and Explore section of the Zapier app, which allow users to get started with popular automations like “Add new leads to my CRM or support platform” and “Share content.” on social media." Users can also create custom zaps. To do this, first select an app that will work as a workflow trigger, log in to the app account, and then choose a trigger 'event', which it is supposed to happen in the app selected to execute the wipe in. Then select the app to perform the action and the event to fire. disparadores zapier Zapier Triggers can be configured to react to events, such as adding new rows to a Google Sheets spreadsheet. It is also possible to create multi-step zaps that perform multiple actions, all linked in a chain of triggers and actions. This flexibility opens the door for a variety of automations (although many of Zapier's most popular use cases are now focused on sales and marketing). acciones zapier Zapier Each trigger results in one or more actions, such as notifying team members in Slack about changes to a spreadsheet. Before a zap is triggered, it can be further customized by adding additional steps like actions, filters to prevent zaps from running under certain conditions, delays between steps, etc. Workflows can then be tested to ensure they are working as intended before being deployed. Once live, zap activity can be tracked in the Zapier app's task history.

How do companies use Zapier?

In addition to using Zapier to connect workflows, businesses have turned to it for help during the COVID-19 pandemic. Foster said his company has helped small businesses move their businesses online quickly by connecting and updating various applications like CRM records. (Zapier's own workforce is already fully remote, pre-COVID-19, giving you insight into how automation tools can connect multiple cloud apps.) “Many small business owners don't have the technical expertise or a staff member who can create these sites for them,” he said. "So they're turning to no-code tools to build professional websites and have built automations with Zapier to reach new customers, manage inventory, and make sure potential customers don't slip away." Saving employees time on repetitive tasks is a common benefit, said Andrew Davison, founder of Lunhu, a UK-based workflow automation consultancy and a Zapier expert. He highlighted the time wasted when workers have to enter the same data into different systems; this situation is only getting worse as businesses become increasingly app-reliant. "Zapier can eliminate this, which means staff costs can be reduced entirely, or staff can be redeployed to more meaningful, growth-oriented work," he said. "And human errors when entering data are avoided, which can certainly be important for some companies in sensitive areas, like legal, for example." zaps Zapier Zaps are available for a variety of purposes, from automating personal productivity workflows to posting on social media.

Zapier pricing

There are five Zapier pricing tiers, providing access to various features at different levels. More expensive tiers remove usage restrictions and increase the number of zaps and "tasks" that can be performed (tasks refer to the number of times an action is completed, so a single zap with three actions is used each time three tasks of the monthly quota that it executes). Users can create five Zaps in one step for free, with a limit of 100 tasks and limited access to Zaps in one step. More complex Zaps require a monthly fee. For €19,99, users can connect 20 multi-step Zaps and complete 750 action "tasks" each month. The $49 Professional tier removes the zap limit and increases the monthly task limit to 2000. Professional customers also have access to features like filters and custom logic "paths" for more advanced, connected workflows. . The €299/month Enterprise plan is designed with teams in mind, creating a shared workspace, support for unlimited users, and dedicated support. This enterprise-focused tier adds access to all premium features, 100,000 tasks, and enterprise-level management features such as advanced authorization settings, single sign-on, and user provisioning. The price of this level depends on the specific needs of each company and the prices negotiated with Zapier.

Zapier and its automation rivals

Interest in workplace automation has grown dramatically in recent years, Guttridge said, with increasing demand for robotic tools for automating processes, for example, and personal productivity workflows. Many software vendors are already targeting Zapier's market targets. IFTTT, for example, has helped popularize no-code automations, though it's geared more toward consumer uses, like automating smart home devices. That being said, it recently introduced an IFTTT Pro option to users, signaling that it wants a bigger footprint in the world of automation. integraciones zapier Zapier Over 2000 apps on Zapier can be connected to automated workflows. Microsoft Power Automate (formerly Microsoft Flow) also connects various business and productivity applications to create automations, called "flows," with an emphasis on its own set of software tools. While Zapier is primarily aimed at small businesses looking to connect a variety of applications, automation options are available for larger enterprise workflows: Salesforce's Workato and Mulesoft were cited in the Gartner Magic Quadrant for Integration Platforms as a Service . And Okta's Tray.io and Azuqua also offer a stronger corporate bent. Additionally, the popularity of automation has led collaboration and productivity software companies like Slack, Trello, and Airtable to natively integrate rule-based automation into their platforms. While this has the benefits of automating workflows, they are primarily focused on processes within a single application. A key strength of Zapier is its no-code automations. “Zapier is one of the best-known providers in the area of ​​personal workflow automation/citizen onboarding tools and offers useful features to its many users,” said Guttridge. "Simply put, Zapier the first... to do this (other than IFTTT, but they lost their way quite a while ago and fell out of style), so when people google 'how to automate X', they'll usually find Zapier "Lunho said. Davison. “That being said, other tools like Integromat and n8n are catching up. domination may not exist forever. " Foster has argued that Zapier's integration options put it ahead of its rivals. "Whether you rely on familiar apps like QuickBooks or MailChimp, or smaller niche apps to run your business, chances are good that Zapier will find them." connect," he says. While Zapier is focused on connecting cloud applications, enterprises are also interested in connecting older on-premises applications. Expanding its reach in this regard could benefit Zapier, Guttridge said. "Gartner clients regularly request Zapier-like tools to help build workflows involving legacy apps, so there's an opportunity waiting for them,” he said.
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