Zapier

Created by Andrew Swanscott, Modified on Sat, Aug 5, 2023 at 12:37 AM by Better Trader Academy

SECTION ONE: PROCESS OVERVIEW

Zapier is a tool that helps us to integrate tools that don't communicate together directly. We use it for Handwryyten postcards (manual here), for spreadsheets update with sales for Bob or Martin, check emails using Zerobounce service and in the past we used it for survey funnel and other services.

SECTION TWO: PROCESS EXECUTION

To get a list od zaps, go to https://zapier.com/ and log in.

This is also where you can add more integrations.

When one of the Zaps fails, we get an email notification to info@bettertraderacademy.com. Usually there is also a description of the reason why did it happen.

You can also check if everything is working fine in “task history”:

And there you can see how they perform and you can filter out all errored:

Zapier support is really useful, so in case there is a problem, reach out to them:

https://zapier.com/help

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