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