hey it's patti scharf CPA and co-founder of catching clouds the leader in
e-commerce accounting and today's video is going to be on zapier I'm really
excited about this one so make sure you stick around to the end because I got
some deals and some special like events coming up that I want to tell you about
so but let's just get started
so I've known about zapier for the past I don't know two or three years I've had
a couple of zaps that I had set up but I really didn't have time to dive into it
and a couple of weeks back we went to the accounting salon which I talked
about in an earlier video and they had like a little session on zapier and it
reinvigorated me and I started diving deeply into zapier and I'm so glad that
I did I'm like so geeking out on this it's like kind of ridiculous I'm such a
dork but but I wanted to share it with you guys so if you want to improve the
automation in your company this is the way to go so I think the best way
actually to learn about some of the functionality of SAP years just to show
by example so I'm going to just show you a couple of zaps that I have set up that
might be able to help you out so as you know I create YouTube videos and what I
was finding is every time I would create a video I would publish it up to the
YouTube channel and then you know it's not enough to just post it there you
have to actually tell people that it exists so every time I would post a
video I would also share it on social media I would tweet it out as caching
clouds as catching clouds Academy I would post it on LinkedIn yada yada yada
sometimes I would forget to post it on a particular channel or whatever anyway
I created a zap and here's what it looks like so every time a new video is posted
on YouTube that's the trigger event and then it will post it in slack so that my
team knows that we uploaded a new video they can go up on there they can watch
it they can share it like it whatever then I will also send it out to Google+
I will send it out through tweet on catching clouds I will send it I will
post it on Facebook another tweet LinkedIn my own other LinkedIn account
and then I'll create an asana task for the other stuff that's not automated so
that I remember to go in and pin it to Pinterest and
shared in our Facebook groups so all of that used to take me anywhere from 15
minutes like half an hour every time I did a video so I have this one little
zap set up and boom done instantly and it's just amazing I love it okay the
reason why these all look like the same application by the way is we have
HubSpot and so i have everything go through hub spots so that all of the
like performance can be tracked and I can see how different channels are doing
and things like that so there you go and then my other one so you'll see that one
has like eight different tasks this is 24 because I just kind of went hog-wild
on this so if you didn't know I have some online courses accounting for
Amazon accounting for Shopify you can find links to those down below if you're
interested in those and so what happens is when so I have those posted on
teachable and anytime there's a sale on teachable I will rip out the name of the
person I will add them to HubSpot so that I and I will add that like what
course they purchased so that I have that information in my CRM in my
customer relationship management tool then I've got these handy-dandy paths so
if they sign up for a Facebook group what happens is I add it to a little
spreadsheet but then I will also send myself a notification in slack just kind
of giving me a heads up that somebody is going to be going to the Facebook group
pretty soon and I need to go look and see if they've answered the three
questions so that I can admit them to our group by the way if you don't know
about our group's we've got a Facebook community for ecommerce sellers we have
another one for ecommerce accountants go check the links down below for those
okay so that's path a if they however buy a course then they go through this
different zap where it kind of restructures how the formatting is
because teachable it comes over like 39 that was in dollars when it's $399 so I
changed the formatting so that it looks better and it can actually be usable
then I automatically create an invoice in zeros so that I know that we sold a
course we're going to be collecting money on that soon then if they use
stripe then I will have them go look for the charge and pull out the zip code
because teachable does not collect the addresses of my students and for any of
you who know anything about the new sales tax rules I need to know where my
my students are like where they're buying these courses so that if I have
to collect sales tax I know what to do okay I throw that information into a
spreadsheet and then I post myself a message in slack notifying me hey
we sold the course yay all right and then if they use PayPal it goes through
basically the same thing only it gives me information about the PayPal ID and
Steffan instead the stripe ID as you can see this stuff is really powerful
because they can zapier can like take all these different tools and connect
them together so one event happens and a cascading effect of automation occurs
and you don't have to lift a finger so I love it super much so I highly recommend
that if you are not familiar with this tool you go check it out there is one
little warning I want to give you I know that if you are new to this ecommerce
thing if you haven't taken my accounting for Shopify course or if you haven't
watched the YouTube video on Shopify which you should go watch you're going
to see that Shopify is one of the apps that zapier integrates with and you will
be tempted to integrate that Shopify app with your QuickBooks Online or with
zeros so that you can have that information posted as sales occur be
very very careful with that because if you are planning on growing at all
you're going to be doing yourself a disservice go watch that video and
you'll exactly what I'm talking about so this
was just a taste of what zapier can do but if you want to know actually how to
use it my buddy Jake Immelman is going to be going over the basics of zapier in
a webinar tomorrow sponsored by elephant training so make sure you go check that
out if you want some more in-depth training and you really want to like
roll up your sleeves and get in there hether Satterlee is doing a workshop
actually just started last Friday and I am in it so so if you want to join me
and go through it just send an email to Heather sadly I have her email address
down below she can manually add you to the course and I've got a coupon down
below for $50 off of her course if you would like to attend if you can't make
this one then you can just use that $50 towards the gate one of the next courses
and stuff I know she's got some cool ones coming up over the next few months
or so so make sure you check that out and if you want to go through the one
that she's doing now that I'm a part of and you want to come through it with me
cool even though you missed the last one on Friday she's got a copy of the video
in her slack channel that she has for the group so don't worry about that so I
hope you got something out of this video I was not paid as a sponsor for any of
these people I just really super geeked out on automation and stuff and making
things really easy if you like this video please like comment and share if
you haven't already please subscribe and I will catch you later