Content Provider
Handout Materials
Presentation Slides
Additional Materials
Webinar FAQs
Free cpe webinars
Introduction to Zapier for Accountants


Cost Free
Presentation Length 1.0 hour

Recorded DateJune 18, 2020
CPE:Not available
(archived webinars do not offer CPE credits)
Course LevelBasic
Course Description

Join Zapier expert, Heather Satterley, for an Introduction to Zapier course designed specifically for accounting professionals. Heather has helped thousands of people learn and use Zapier in their businesses to automate their processes. In this course, you'll learn the basics of the Zapier platform and to connect over 1,500 cloud-based apps like G-Suite, Office365, MailChimp, QuickBooks, Sharefile, Practice Ignition, and more, to create automated workflows and reduce the time spent on admin tasks significantly in your practice.

Learning Objectives:

  • Describe how Zapier connects to over 1,500 cloud-based apps to create automated workflows between them.

  • Find which apps are supported on the Zapier platform and what capabilities are available for each.

  • Create a simple Zap workflow using a pre-built template in Zapier.

Not logged
Linkedin Twitter

Heather is founder of Satterley Training & Consulting, LLC - a consulting firm focused on helping businesses define, design and automate their processes by employing innovative strategy and cloud-based technology. Heather is an Advanced Certified ProAdvisor, member of the exclusive Intuit Trainer/Writer Network, and a Zapier Certified Expert. She holds not only an undergraduate degree in Accounting, but a Masters Degree in Innovation from the D’Amore McKim School of Management at Northeastern University in Boston, MA.

Heather is the co-host of the QB ‘Appy Hour with Liz and Heather, a webinar series devoted to building awareness in the accounting community about the latest technology trends and best practices in a fun, relaxed environment.

Heather was named a categorical Top 10 ProAdvisor in 2017 and 2019 and has been listed as a Top 100 ProAdvisor for the past 7 years by Insightful Accountant. She was also named to the Top 100 Influential People in Accounting in 2019 by Accounting Today.

About Our Presenter

Heather Satterley is an Intuit Advanced Certified ProAdvisor and trainer located in Portsmouth, RI. She has been a ProAdvisor since 1999 and has been Advanced Certified since 2007. She is a member of the Intuit Trainer/Writer Network and was part of the development team for both the QuickBooks Online and Desktop Advanced Certification training and exams.