in the section: Day to day management tips
Zapier, ever heard of it?
It’s been around for a few years, and recently it’s starting to become more and more popular amongst accountants & bookkeepers.
But what is Zapier? How does it work? Why should you care?
In this article, we’re going to answer those questions for you and more.
This is our beginners guide to Zapier for accountants.
Table of Contents:
In their own words, Zapier is “easy automation for busy people”.
It allows you to integrate apps together that you otherwise wouldn’t be able to. Using Zapier, you can pass data from one app to another, or from one app to multiple other apps by setting up simple workflows.
As of right now (Feb 20), Zapier connects with over 2000 popular apps used by accountants and business owners, including Xero, Quickbooks, Slack, Google Sheets/Docs, Calendly, Outlook and you guessed it… Pixie!
Inside Zapier, the workflows are called “Zaps”. And the great thing is, setting up these zaps is really straight forward, even for the technophobes out there.
Our goal is that by the end of this guide, you’ll have all the knowledge and skills to start playing around in Zapier and setting up your first zaps.
Please note - Zapier can get quite advanced, but it doesn’t have to. If you’re already familiar with how Zapier works, then this article might not be for you. This is a beginners guide. We’re going to release an advanced guide at some point in the very near future!
Zapier can have a number of benefits for your firm, especially around streamlining processes and improving efficiency.
Here are the top 4 benefits of using it:
Don’t worry, the robots aren’t taking over and your team members won’t lose their jobs. Automation can save you and your team an enormous amount of time that you spend doing repetitive tasks that could otherwise be done automatically. This doesn’t mean you get to sit around and twiddle your thumbs though, the time it saves you will allow you to spend even more time delivering results for your clients.
We’re only human, and we all make mistakes. Now, this isn’t to say that tech & automation is perfect, it isn’t. But you can’t argue that it’s a lot more reliable and efficient than humans at certain tasks. The beauty of it is that there are no sick days (apart from the occasional malfunction) and the automation will run around the clock 24/7.
Being able to streamline your processes and improve efficiency is a no-brainer. It not only leads to improved profitability but also means that when it comes to scaling up your firm i.e. bringing on new clients, you don’t have to make any major changes. The zaps can run one time or one hundred times, it makes no difference to them, whereas doing the process manually would need you to bring more people on board to help.
When you’re using multiple apps for different things in your accounting firm, it can become a real headache having to maintain and update multiple data sources every time something changes. With Zapier, because you have these things connected, all you need to do is update the data point in one app and it will zap through to all of the others, leaving you with a single source of truth for your data.
Right, time to get down to brass tacks.
In its simplest form, there are 2 components to every zap.
(You can add more advanced features like delays & filters but this is the beginner’s guide remember!)
A trigger is an action that will initiate the zap. This could be that a new client is added to your Xero account, or a proposal gets signed electronically, or somebody subscribes to a particular email sequence in your CRM. This is the very start of the sequence.
After a trigger, you will have an action, or a sequence of actions. And an action is exactly what it sounds like. Zapier can...
...the possibilities are truly endless.
The key thing to remember here is that actions can only be completed using the data that is provided in the trigger.
For example, let’s say you have a contact form on your website and the fields in that form are Name, Email and Phone. The submission of this form is the trigger. Once it’s submitted, it will pass the data (name, email and phone) through to all of the subsequent actions. So if you wanted to update a record in your CRM, it would just update the name, email and phone. You couldn’t ask it to update their company name because that wasn’t included initially.
Getting started with Zapier for your accounting firm couldn’t be easier. In their own words again, it’s a “simple, fill-in-the-blank setup”.
Here is a very quick walk through of how the zap editor works.
This is where you choose the app that is going to trigger the zap. If you already have some apps connected (from previous zaps) you will see them under ‘Your Apps’. Otherwise, go ahead and search for the app in the search bar and you’ll be able to connect later on.
Once you’ve selected your app and connected the account, you have to choose the event. The event is just another name for the trigger. On this screen, you will see all of the available events for that app. Once you’ve selected your event, you’ll be prompted to choose the account you want to connect it to. Click on ‘Add New Account’ and it will prompt you to log in and authenticate the app.
Depending on what app you are using, this screen is going to look very different. In the example below, the trigger I am setting up is based on a new to-do item being set up in our Basecamp. Because Zapier is now connected to our Basecamp account, when I click on the drop-downs it is allowing me to choose which projects and to-do lists I want this trigger to work for.
The next step is to test for connection and data. Just click the test & continue button and Zapier will let you know if there are any issues with this trigger. If there aren’t then you can move on to the next step.
Now the process repeats as it did in steps 1-2 for your trigger app. Start by choosing the app where you want the action to take place, then choose the event i.e. what do you want it to do. Then you’ll be prompted to connect your account (if not already connected). Next, you have to set up the action.
Again, this one will look different based on the app you are using. Here, you have the option to use data collected in the trigger app to populate some of the required fields in the action.
Using the example below, I want the title of the to-do item from Basecamp, to become the name of the event that I’m setting up in my Google Calendar. That way, when I’m going through my calendar to look at appointments, it’s also easy to see the names of to-do items that are also due.
Once you’ve set it up, hit the test button again to make sure that it works. This is where you can check if all the data is being passed across properly. Once it’s tested and it all works, you can either add more action steps (by clicking on the + symbol and following the same process above) or simply turn it on and let the zap start running!
The real question is, what can’t?
Ok, jokes aside. It’s good to think about the various areas of your accounting firm and the systems and processes inside each one. Then it’s a case of seeing which apps you’re using (or could start using) to help automate and streamline the process in Zapier.
Some different areas to think about are:
Here are a few examples to get you started. We’ve included Pixie in these examples because, well, you know...
Onboarding new clients can take time and often be quite laborious. But it doesn’t have to be…
Think about the various steps in your onboarding sequence and then figure out if you can automate and streamline them inside Zapier. Here is an example of one possible onboarding zap:
Trigger: Proposal is accepted inside Practice Ignition
Action: Client is created inside Pixie
Action: Job is created inside Pixie
Action: Notification is sent to team in Slack alerting them
Action: Welcome emails are sent to client with link to complete onboarding forms
Action: Appointment is created in calendar to call new client in 2 days to check they received everything
All of that, from one single action.
You can adjust the triggers and actions depending on what apps you use.
When prospects enquire to work with you having a robust system and process not only makes sure you don’t miss a thing, it also provides a great experience for them, leaving them with a great first impression!
Trigger: Contact form submitted on your website
Action: Record created inside Pixie
Action: Email sent containing link to book a 15 min call + a questionnaire
Action: Task is created to follow up with prospect
Action: Notification is sent to Slack
Action: SMS is sent to prospect thanking them for submitting the form and to look out for the email.
Considering just how much time it can save you, Zapier is a really affordable tool for your accounting firm. The pricing is based on:
At a guess, I would say the majority of accounting firms wouldn’t pay more than £40 a month to use Zapier. And if you weigh that up against the cost of paying a part-time admin staff member to do all of these things for you, it becomes a no-brainer.
So there you have it, a beginners guide to using Zapier in your accounting firm.
Hopefully now you have a better understanding of how Zapier works and the benefits using it can have for streamlining and automating parts of your accounting firm.
If you have any questions on this, feel free to reach out to anyone in Team Pixie. We love using Zapier so would be happy to help you.
And if you’re a more advanced Zapier user or looking for some more advanced tips & tricks, then I commend you for reading this far and keep your eyes peeled for our advanced Zapier for accountants guide coming in the near future…
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