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Domain 08 . Automation

Zapier

20
Hours of teaching
Beginner
Level
8
Modules
Classroom . Online . Hybrid
Mode
Course overview

A Zapier course for automating business processes across SaaS tools without code. The course covers Zap design from trigger to action, then the tools that make Zaps reliable: filters, paths, formatter steps, lookup tables, delays and error notifications. Task usage and cost control are treated seriously.

Learners automate lead handling, invoicing and reporting processes.

Who it is for
  • Small business owners
  • Marketing and sales operations staff
  • Admin and HR teams
  • Freelancers streamlining delivery
Prerequisites
None. Accounts for the apps being connected.
How it runs
Learn → Practise → Build → Experience → Demonstrate, ending in a capstone. Delivered by practitioners from the engineering bench, in Madurai, Coimbatore and online.
Final project
Three Automated Business Processes

Programme sheet

The printed sheet carries the full module breakdown, labs, project work and certification path. Fees, dates and formats for the next intake are confirmed by the education team on enquiry.

Learning outcomes

01
Map a manual process before automating it.
02
Build multi-step Zaps with filters and paths.
03
Format and transform data between apps.
04
Use lookup tables and storage for state.
05
Schedule and delay steps appropriately.
06
Monitor Zap history and fix failures.
07
Control task consumption and cost.

Module structure

8 modules
Module 01

Automation Basics

Process mapping . Polling vs instant . Plan limits . Triggers and actions . Task accounting
Module 02

Building Zaps

App connections . Testing . Naming and folders . LAB . FIRST ZAP . Field mapping . Multi-step Zaps
Module 03

Logic

Filters . Schedule triggers . Paths . Delay steps . Digest
Module 04

Data Handling

Formatter . Line items . Storage . Text and date operations . Lookup tables
Lab
Data Cleanup Zap . Code Steps Overview
Module 05

Common Business Flows

Lead capture to CRM . Invoice creation . Slack notifications . Form to spreadsheet
Lab
Lead Routing . Calendar and Scheduling
Module 06

Documents and Files

Google Workspace . E-signature flows . PDF generation . File storage and naming
Module 07

Reliability

Zap history . Replay . Version management . Error alerts . Duplicate prevention . Ownership
Module 08

Scaling and Cost

Task optimisation . When to move to n8n or code . Team management . Documentation
Project — Consolidating Zaps

Assessment & certification

Module assignments and labs
25%
Mini projects
20%
Internal assessments
15%
Final project and review
40%

Learners who complete all modules, submit the final project and clear the review receive a course completion certificate from Kaizen Infinities Private Limited. Project work is documented for the learner's portfolio, and interview preparation is included in the closing sessions.

Career outcomes . Roles this programme prepares for
Operations ExecutiveMarketing Operations AssistantAutomation SpecialistVirtual AssistantSmall Business Owner
Enquire or apply →Programme sheet (PDF)Institutions can commission a cohort

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