Zapier Masterclass: Automating your workflow by connecting to 2,000+ apps

Rowan Van TrompSenior Customer Success Manager, Karbon
 

Learn how to automate your accounting firm's workflow using Zapier to save hours and streamline your most important data. 

In this hands-on masterclass, Zapier Certified Expert, Rowan Van Tromp, walks you through the basics of no-code automation using Zapier and shares some common use cases other accounting firms are using to increase efficiency and provide more flexible integrations for their clients. 

Watch to learn:

  • The basics of Zapier and how to get started

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

  • Real examples of Zapier automations you can replicate to save you hours each week

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

Rowan Van Tromp
Senior Customer Success Manager, Karbon

Rowan is an ACCA accountant, a certified Zapier expert, and previously worked as Cloud Services manager for PJCO Accountants at the time they became QuickBooks UK Firm of the Future.