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  • How do I onboard 1st CPA client for Zapier automation (Box, QBO, Sheets, Gmail)?

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?

Hi @Dwayne 

Yes, users should have their own Zapier account.

Users can sign up for a Zapier account here: https://zapier.com/sign-up

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