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Self-Study CPE
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Free cpe webinars
Introduction to Zapier for Accountants


Cost Free
CPE Credits 1.0 hour
CE Credits 0.0 hours
Course Level Basic
Instructional Method Group Internet Based
Prerequisites None
Advanced Preparation None
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.

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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 6 years by Insightful Accountant. She was also named to the Top 100 Influential People in Accounting in 2019 by Accounting Today.

Additional Materials
Webinar FAQs
Frequently Asked Questions
  • To receive CPE credit for the event, you must register for the webcast prior to the start of each program.
  • CPE is available to all eligible participants within 24 hours of each webinar.
  • Multiple attendees: In order to receive CPE for multiple attendees, ensure that at least one person signs up for the webinar. At the completion of the webinar a proctor form is provided. Alternatively, you may also login to your account following the webinar and click on the MY ACCOUNT button where you will find a link to the proctor letter.
Handout Materials
Presentation Slides

NASBA Approved (Sponsor Id#: 111889) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: 1685 S. Colorado Blvd, Suite #205, Denver, CO 80222

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.