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Setitandforgetit tsheets

SET IT AND FORGET IT: USING ZAPIER TO AUTOMATE WORKFLOWS IN YOUR PRACTICE

Cost Free
Presentation Length 1.0 hour

Recorded DateApril 5, 2018
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaComputer Software and Applications
Course LevelBasic
Who Should AttendCPA - small firm
CPA - medium firm
Other
Series: Women in Accounting
Course Description

In this 60-minute session, you'll be introduced to Zapier, a web-based application that provides non-programmers an easy to use tool to create custom integrations between over 1,100 cloud-based apps. Heather will share strategies and best practices you need to know when designing "Zaps" and demonstrate several use cases where Zapier can automate workflows internally in your practice and remove integration roadblocks with your clients' workflows. By the end of this session, you'll know how to build a simple "Zap" to get you started on your path to becoming a workflow superhero.
 
What you'll learn:


  • What Zapier is and how it can be used to automate workflows between multiple cloud-based apps.

  • Best practices when evaluating workflows and building "Zaps".

  • How to build a simple "Zap" to automate email responses to lead inquiries.

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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Heather D. Satterley, CPA, EA

Woodard
Director of Education and Media
[email protected]

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Heather is the Director of Education and Media at Woodard. She has over 25 years of experience as an accounting professional, educator, national trainer, and writer. She is also the co-host of The Appy Hour with Liz and Heather.

About Our Sponsor

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TSheets is a time tracking application designed and engineered for companies across multiple industries that need to track, manage and report time. Utilizing web-based, cloud computing technology that integrates with multiple platforms, smartphones and software programs, TSheets provides a customizable alternative to paper timesheets and punch cards to streamline HR and IT roles for businesses of all sizes—from freelance shops to corporations employing tens of thousands.