Beyond WordPress – easy WP automation and integration with no coding_廖御琪 / Sabrina Liao

As WordPress developers, there comes a time when you wish you can connect the different web apps you use daily or even automate some of the tedious tasks.

Well, thanks to the many great web tools out there, yes indeed you can do that, and with no coding needed.

In this talk, we will look at some of the popular and powerful web tools available, and how you can use them and WordPress together to automate your posting, create leads from form entries, schedule periodically SMS and many more.

Transcript

1. Confidential Customized for Lorem Ipsum LLC Version 1.0
   Beyond Word Press –
   easy WP automation and
   integration with no coding
   

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2. @digisasa digisasa.com
   Links
   

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3. Keyboard
   HTML
   Flash Era
   Usability
   Wordpress
   Sabrina Liao
   @digisasa
   CMS
   

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4. ● Who?
   ● What?
   ● Why?
   ● Which?
   ● Where?
   ● How #1
   ● How #2
   ● How #3
   Agenda
   

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5. ● Develop sites
   ● Manage sites
   ● Maintain social media
   content/accounts
   ● Run online stores or
   events
   ● Collect Leads
   ● Blog
   ● Influencer
   Who?
   

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6. ● Have a web presence
   ● Have social media
   accounts
   ● Use any web tools
   ● Want to sync/backup data
   ● Want to build a smart
   home
   ● Save time from tedious
   work
   Who?
   

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7. What?
   

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8. ● Workflows that connects web
   apps
   ● Automation that takes over
   manual processes
   ● Trigger/Actions/Filter
   ● Browser tasks, web testing, fill
   form, data transfer or
   generate report
   

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9. ● Repetitive, tedious tasks
   ● Minimizes errors
   ● Wins back time
   ● Provides more services
   ● Increases income
   ● Prefer not to use plugins
   (cost, speed & customization)
   Why?
   

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10. Available tools / services
    Which?
    

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12. ● Create a Zap
    ● Over 1,500 apps
    ● Limited free plan:
    no Premium apps
    no Multi-step
    no Path
    ● Run every 15 min
    ● 100 tasks/5 Zaps
    Zapier
    

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14. ● Called a scenario
    ● About 360 apps
    ● Ready-to-use templates
    ● 1000 operations,
    100MB/15 min,
    unlimited scenarios,
    access all apps,
    multisteps/routes
    Integromat
    

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16. ● Create an applet
    ● Over 600 apps
    ● Totally Free
    ● Focus on simplicity
    ● 1-2 step applets
    ● Great for building a
    smart home
    ● Simply turn on the
    “connect” button
    IFTTT
    

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19. ● Over 120 apps
    ● Create a bot
    ● Free plan allows:
    250 tasks, multi-steps,
    filters & conditions
    ● But no access to
    premium/popular apps
    like Gmail, Salesforce,
    Woocommerce
    Automate
    

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21. ● Decide what to
    automate/integrate
    ● Sketch your workflow
    ● Start building one
    Where?
    

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22. Decide
    what to
    automate
    ● need to do over and over
    again
    ● do not like to do manually
    ● need to avoid any
    possibility of errors
    ● need to create periodically
    Something you
    

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23. Sketch
    your
    workflow
    Woocommerce
    order received
    Notify store
    (SMS)
    Notify store (E-
    Mail)
    Notify buyer
    (E-Mail invoice)
    Create coupon
    for buyer
    Add order to
    Google Sheet
    Update/Generate
    sales report
    email coupon to
    buyer after 2 days
    Add buyer to
    MailChimp list
    

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24. How #1
    

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25. Use Case
    #01
    Great for:
    ● Bloggers
    ● Small business
    ● Non-profit organization
    ● Event organizers
    

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26. Use Case
    #01
    Requirements:
    ● Youtube account
    ● Wordpress site
    ● FB Page
    ● Twitter account
    ● IFTTT account
    ● Automate account
    ● Zapier account
    

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31. 5 minutes x 8 = 40 minutes
    40 minutes x 24 = 16 hours!!!
    

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32. How #2
    

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33. Use Case
    #02
    WHO:
    ● Online store
    ● Event site
    ● Membership site
    ● Sites with any kind of
    products
    

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34. Use Case
    #02
    WHAT:
    ● Woocomemrce site
    ● Twilio account
    ● Gmail account
    ● A new Google Sheet
    with headings
    ● Woocommerce Zapier
    plugin (Zapier)
    

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35. Woocommerce
    order received
    Notify store (SMS)
    Notify store (E-Mail)
    Notify buyer (E-Mail)
    Create buyer coupon
    Add to Google Sheet Generate
    sales report
    Email coupon
    after 2 days
    Add buyer to MailChimp list
    

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41. How #3
    

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42. Use Case
    #03
    WHO:
    ● Charity Sites
    ● Event sites
    ● Membership sites
    ● Non-profit organization
    

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43. Use Case
    #03
    WHAT:
    ● Gravity form (or wpforms)
    ● Wordpress site
    ● Google Sheet
    ● Twilio account
    ● Google Cloud Print
    ● Zapier for Gravity form
    (zapier)
    

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45. If expired, send
    renewal SMS
    Event reminder
    SMS, 2 days
    before event
    non-member member
    Text final
    headcount to cater
    Print attendee
    list on cloud
    printing
    

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48. To recap
    ● IFTTT - for simple, single automation
    ● Zapier - 1500 apps available for integration
    ● Automate - similar to zapier, but allows
    multisteps and conditions for free plan
    ● Integromat is great for multisteps,
    conditions, & filters and do a whole lot with
    the free plan
    

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49. The goal for today
    is to provide you with the resources, perspective,
    and confidence to automate and integrate and
    MOST IMPORTANTLY - to make your life easier
    

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50. FREE
    Save tons of time
    NO CODING
    

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51. Do this ONCE
    Sit back
    Then forget about it
    

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52. JUST DO IT!!!
    Wordpress or non-Wordpress,
    find something to automate and win
    yourself some extra time to enjoy life.
    Take away
    

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53. @digisasa digisasa.com
    Thank You
    

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