Practical Automation: Exploring Zapier's More Advanced Features

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Speaker - Kyle Turriff

1 CPE Credit Available

Field of Study - Business Management and Organization

In this session, Kyle & Haosen continue on the journey from the first 3 sessions which focused sharing practical tasks to automate within a firm and for your clients. During this 1 hour session, they will highlight some of the more advanced, new features available in Zapier which is the tool they have been using to build and share their practical automations

The key focus of the webinar series will be to get you comfortable with task automation, the options available to you and how to start tackling your automation wish list.

After attending this session, attendees will:

1. Continue building familiarity with Zapier's capabilities
2. Gain new ideas on automating and what is possible
3. Learn about best practices when building a zap and more of the advanced features available.

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Cost: Must be Premium Content Member (Join Here)

CPE Credits - 1.0 Hour

Field of Study - Business Management and Organization

Course Level: Basic

Instructional Method - Group Internet Based

Prerequisites: None

Advanced Preparation: None

Who Should attend: CPA, Bookkeeper, Accountant, Enrolled Agents, Tax Preparer

This is a premium content member's only training event.  You can learn more and join the program here. Annual membership is $599. The program includes 3 monthly CPE webinars with 1-2 hours of Q&A following each event plus access to members only content throughout the year.