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

Rowan Van TrompSenior Customer Success Manager, Karbon
Rowan Van Tromp's headshot
TechnologySystems
 

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

Share this article

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.

Rowan Van Tromp's headshot