I started a company providing automations for CPA’s and Accountants. I just signed my 1st client will start onboarding now. I will build automations with tools like Box.com, Quickbooks, Google Sheets, Gmail and Google Workspace. In order to make the automations, I have to send him an invitation to make a Zapier account so that he can connect all of his account on those aforementioned applications, correct?
How do I onboard 1st CPA client for Zapier automation (Box, QBO, Sheets, Gmail)?
This post has been closed for comments. Please create a new post if you need help or have a question about this topic.
Userlevel 7
+14
- Certified Zapier Expert
- 27637 replies
-
7 January 2024
Hi
Yes, users should have their own Zapier account.
Users can sign up for a Zapier account here: https://zapier.com/sign-up
Enter your E-mail address. We'll send you an e-mail with instructions to reset your password.