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How to Automate Client Onboarding Using Jetpack Workflow and Zapier

HOW TO AUTOMATE CLIENT ONBOARDING USING JETPACK WORKFLOW AND ZAPIER

Cost Free
Presentation Length 1.0 hour

Recorded DateJanuary 17, 2023
CPE:Not available
(archived webinars do not offer CPE credits)
Course LevelBasic
Series: Bookkeeper
Course Description

Is there an easy way to reduce the administrative work of onboarding clients while also organizing, filtering, and sorting information to find the exact project or task you need in seconds? The answer is simple: add a workflow management system to your tech stack.

Coupling software tools, such as Jetpack Workflow, with connected automation through Zapier will make it that much easier to automate your client onboarding and project management. Jetpack Workflow integrates with 2,000+ other apps including Practice Ignition, Slack, and Google Sheets. With the added automation available through Zapier, you can trigger workflows in other apps for situations such as a new or updated client in Jetpack Workflow. Likewise, you can trigger events in Jetpack Workflow whenever events happen in the other apps you use most. 

Learning Objectives:


  • Identify how Jetpack Workflow and Zapier can help to better streamline daily tasks

  • Summarize the benefits of connecting Jetpack Workflow to other popular apps

  • Recall how to create a job or client in Jetpack Workflow whenever trigger events happen in the other apps you use most

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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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David Cristello is the Founder & CEO of Jetpack Workflow, a leading Recurring Client Management (RCM) System for Accounting Firm Owners. He’s also the host of Growing Your Firm Podcast, which has been featured by Accounting Today, has over 70K downloads, and features strategies on how top practitioners are growing their firm. Prior to Jetpack Workflow, he was a growth consultant to SMB’s across 15 industries, and co-founder at Pittsburgh Startup Weekend.

About Our Presenter

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Launched in 2014, Jetpack Workflow believes that software can empower firms and practices to become more fun, profitable, and productive. Instead of getting lost in legacy technology, Jetpack was built using leading technology and was designed for usability for the firm owner and the team.