Tools: Automation & Workflows

 

Introduction to Automation

A little video outlining automating workflows behind-the-scenes, including what you need to be aware of with the security of integration apps and programs.

Download the PDF version of these lessons here.

 

Zapier

Create critical automations with Zapier. I'm walking through navigating Zapier, browsing their apps, and how I connected the CRM tool Google Streak with my questionnaire tool, Jotform.