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
2. @digisasa digisasa.com Links
3. Keyboard HTML Flash Era Usability Wordpress Sabrina Liao @digisasa CMS
4. • Who? • What? • Why? • Which? • Where? • How #1 • How #2 • How #3 Agenda
5. • Develop sites • Manage sites • Maintain social media content/accounts • Run online stores or events • Collect Leads • Blog • Influencer Who?
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?
7. What?
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
9. • Repetitive, tedious tasks • Minimizes errors • Wins back time • Provides more services • Increases income • Prefer not to use plugins (cost, speed & customization) Why?
10. Available tools / services Which?
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
14. • Called a scenario • About 360 apps • Ready-to-use templates • 1000 operations, 100MB/15 min, unlimited scenarios, access all apps, multisteps/routes Integromat
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
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
21. • Decide what to automate/integrate • Sketch your workflow • Start building one Where?
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
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
24. How #1
25. Use Case #01 Great for: • Bloggers • Small business • Non-profit organization • Event organizers
26. Use Case #01 Requirements: • Youtube account • Wordpress site • FB Page • Twitter account • IFTTT account • Automate account • Zapier account
31. 5 minutes x 8 = 40 minutes 40 minutes x 24 = 16 hours!!!
32. How #2
33. Use Case #02 WHO: • Online store • Event site • Membership site • Sites with any kind of products
34. Use Case #02 WHAT: • Woocomemrce site • Twilio account • Gmail account • A new Google Sheet with headings • Woocommerce Zapier plugin (Zapier)
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
41. How #3
42. Use Case #03 WHO: • Charity Sites • Event sites • Membership sites • Non-profit organization
43. Use Case #03 WHAT: • Gravity form (or wpforms) • Wordpress site • Google Sheet • Twilio account • Google Cloud Print • Zapier for Gravity form (zapier)
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
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
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
50. FREE Save tons of time NO CODING
51. Do this ONCE Sit back Then forget about it
52. JUST DO IT!!! Wordpress or non-Wordpress, find something to automate and win yourself some extra time to enjoy life. Take away
53. @digisasa digisasa.com Thank You