10 essential Zapier automations to build in your accounting firm

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Learn how Zapier can automate your accounting firm's processes by connecting your favorite apps with custom integrations. Discover the simplest way to create powerful automations that will save you hours and streamline your most important data.

In this hands-on webinar, we'll be joined by accountant and Zapier expert, Heather Satterley. Heather will outline the essentials of using Zapier in your accounting firm and walk you through how to create the 10 automations every accounting firm should be using.

Register to learn:

  • The basics of Zapier and how to get started

  • The most common accounting firm apps that can be streamlined with Zapier

  • 10 essential automations to create in Zapier that will save you hours each week

  • How to synchronize data between common tools including Typeform, Pipedrive, Mailchimp, Slack, Practice Ignition, Karbon and more

Heather Satterley
Founder, Satterley Training & Consulting, LLC

Heather is an an accountant, technology expert and problem solver. She has experience working at firms of all sizes, where she always used technology to transform her workflow and processes. As she found solutions that made life easier for herself, her clients,and new employees, her business grew. Today, she focuses on helping other firms drive these same efficiencies with technology.

Ian Vacin
Chief Customer Officer, Karbon

Ian is passionate about helping businesses be as successful as possible in order to positively impact the small businesses they serve. With 25+ years' experience in technology & process improvement and 15+ years of leadership experience in the accounting industry at Karbon, Xero, and Intuit, Ian is a recognized expert, innovator, and teacher.