Client Reminders via Zapier
NOT sponsored content…just what I do in real life.
A few weeks back, I mentioned a Zapier connection in my workflow and got a number of questions in response.
I am an absolute beginner at Zapier, but I’ve been dipping my toes in to learn more.
Here’s the one way I’m using Zapier to make my work more efficient:
Zapier sends monthly reminders to my clients to upload their bank statements (the ones that don’t automatically upload via QBO) to our shared folder.**
I should note that I don’t work in a practice management software. I don’t have enough clients for it to make sense. If I did, I would absolutely leverage that software for this task. But since I don’t have a practice management software, I leverage Zapier.
If you’ve never seen Zapier, here’s what it looks like:
You build a 2-step “Zap” that sends an email on the 1st of every month.
This email will come directly from my Google Workspace email and will look exactly like I emailed it from Gmail with my pretty custom signature and everything. (You connect Zapier to the Google Workspace in Zapier.)
Then you tell the zap who it should email, what day and time it should send the email, and what it should say.
Mine says this:
You test the Zap to make sure it works, then sit back and let Zapier email your clients at 6am on every 1st of the month while you’re still rubbing the sleepies out of your eyes.
Here’s the best part….it’s FREE to use.
Seriously. This type of “two-step zap” is included in the free version of Zapier. You’ll need a zap for each client you want to do this for (if you’re including a unique shared drive link), but you get up to 100 free two-step zaps. You can fact-check me here: https://zapier.com/pricing
It saves me and my bookkeeper a little time each month, but a little time, every single month of the year adds up.
AND doing this small task in Zapier has given me the knowledge and confidence to try other stuff in Zapier, which could add even more time-savings in the future.
Hope this helps!
Erica
**I feel like this follow up question will come, so I’ll answer it now: “Why don’t you just get the client’s log in info for their bank and get them yourself?” I do that only when it’s a higher-tier client and I can get my own credentials as an accountant on the bank account. I don’t want access to the client’s personal credentials from a risk standpoint. Also, if it’s a low-tier client, I ask them to pull their own statements to save me time.
What’s Happening in Aligned
What’s Happening in Aligned
Oh my goodness…we launched! We have members! 88 to be exact. That’s more people than I possibly imagined in the first week. My mind is blown. And I have to say, the people are the coolest and the conversations have been so educating. Thank you. Thank you. Thank you.
Wed, May 14th (12-12:30pm MST): Aligned Speed Networking
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