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, Practice Ignition, GoProposal, Karbon and more
Rowan Van Tromp
Operations Director, App Advisory Plus
Rowan supports Accountants and SMEs with systems and process improvement using technology, as well as helping accountants to provide systems advisory services to their clients. He's 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.