How Zapier Experts Can Help You to Scale and Support Your Automations

September 1, 2021

As certified Zapier Experts, we at XRay.Tech often hear the question: if Zapier is so easy to use, then why do I need an expert?

While Zapier is certainly an intuitive no-code platform, building automations at scale for your entire organization is often something that requires assistance from experienced automators like XRay. You’ll also find Zapier Experts to be an extremely useful resource whenever you run into a problem with your automations that you just can’t figure out on your own.

In this article we’ll explain when and why Zapier Experts can help you with your automations. 


Building Automations for Your Team

It’s easy to get started building automations in Zapier. With just a little tinkering (and a few visits to Zapier’s community forum), any moderately technical user should have no difficulty in setting up some simple Zaps that make their workflows easier. 

However, building automations that support your whole team, multiple departments, or even your entire organization is a much more complicated project.


Each additional user role adds its own requirements, and a previously simple automation that worked well for you may now need branching paths, precise logic, and a robust database to accommodate everyone’s needs.  

Zapier Experts like XRay can help you scale your automations so you can focus on your job, not on building and managing Zaps. We’ll be able to handle all of the data that needs to go in and out of your automations, write documentation to make it easy to train your team, and provide maintenance to keep your Zaps running. 

Experts Can Handle Data, Documentation, and Maintenance

Data

Experts like XRay’s automation techs are highly experienced with all the various types and formats of data that Zapier pulls in from different apps. They know how to curate the data you need most and how to store it in an efficient operational database so the information can be easily referenced in future automations. 


Additionally, our techs are familiar with the unusual quirks often associated with data from certain apps, such as knowing which apps need to use a file download link and which need to save the file itself. Fine distinctions like that can make or break an automation, and can be very frustrating to try to discover on your own. 

Accurate, accessible data is essential for building a team- or company-wide automated infrastructure, and Zapier experts can make sure you gather that data the right way.

Documentation

Documentation isn’t provided by every Zapier Expert, but it’s one of the key pillars of XRay’s approach to building automations.

With each automated workflow that we create for members, we create another page in their Process Playbook. The Process Playbook includes helpful, detailed guides about what each automation does and how to use it.


With proper documentation, you and your team can learn how to use each new automation and keep track of your entire automated infrastructure. While it’s pretty easy to remember one or two automations that you’ve built yourself, it’s important to have a system in place if you want to stay organized and informed when you’re relying on dozens of automations at your company.

Beyond its use as a training and informational resource, your Process Playbook also transforms your processes into a tangible asset. Presenting a few pages is a simple way to show potential investors or buyers how your company operates.

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Maintenance

No-code automation relies on your other software to operate. If your automations connect Hubspot and Google Drive, then any updates to those apps might interfere with how your automations work.


Most of the time, software updates won’t be an issue, but some will cause errors in your Zaps every now and again. That’s when it’s useful to have a Zapier Expert to turn to. 

A Zapier Expert will be able to find, diagnose, and fix errors in your automations much faster than you’ll be able to do on your own, maximizing the uptime and productivity of your automated workflows.

Reach Out to an Expert Whenever You’re Stuck

Whether you’re trying to scale up your Zaps or not, Zapier experts can help you to solve your automation issues when you’re hitting a wall. If you’re not sure how to get your apps connected and Zapier’s forums aren’t able to resolve the issue either, then reaching out to a Zapier Expert is your best bet.

XRay.Tech offers 30 minutes of free support, and many other experts are also happy to offer some pro bono assistance to start. 
So reach out to XRay if you’d like to scale your automation, or if you just need help figuring out a tricky problem. You can also check out our blog or our YouTube channel to learn more about automation, or follow XRay on Twitter, Facebook, or LinkedIn.

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