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Introduction to Zapier for Accountants

INTRODUCTION TO ZAPIER FOR ACCOUNTANTS

Cost Free
Presentation Length 1.0 hour

Recorded DateMay 13, 2021
CPE:Not available
(archived webinars do not offer CPE credits)
Course LevelBasic
Course Description

Join Zapier expert, Heather Satterley, for an Introduction to Zapier course designed specifically for accounting professionals. Heather has helped thousands of people learn and use Zapier in their businesses to automate their processes. In this course, you'll learn the basics of the Zapier platform and to connect over 2,000 cloud-based apps like G-Suite, Office365, MailChimp, QuickBooks, Sharefile, Practice Ignition, and more, to create automated workflows and reduce the time spent on admin tasks significantly in your practice.

Learning Objectives:


  • Define what Zapier is and define key terms as they relate to Zapier

  • Name what a Trigger is and how it relates to the workflow

  • Define what an Action is and how it relates to the workflow

  • Identify how Zapier can streamline processes

  • Recognize the Zapier dashboard and build the W-9 Collection Zap

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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Heather D. Satterley, CPA, EA

Woodard
Director of Education and Media
[email protected]

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Heather is the Director of Education and Media at Woodard. She has over 25 years of experience as an accounting professional, educator, national trainer, and writer. She is also the co-host of The Appy Hour with Liz and Heather.

About Our Presenter

Satterleytraining
Satterley Training & Consulting is a consulting firm focused on helping businesses define, design, and automate their processes by employing innovative strategy and cloud-based technology.