Hi all,
I am an accounting professional and using zapier to automate bookkeeping.
I want to know if there is an efficient way to setup zapier accounts for my clients and then manage zaps for them?
Thank in advance
Best answer
How to set up Zapier accounts on behalf of a client
Best answer by christina.d
Hi there
While Troy is correct, I can see you also reached out to support and I wanted to post their response here as another option for users who may be following along. Alfonso mentioned this is achievable through a Teams or Company plan. This way you can have your clients’ accounts added as members and you can manage their respective accounts.
I hope this helps!
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+14- Zapier Orchestrator & Solution Partner
- 34005 replies
Hi
Best approach would be for each of your client’s to create their own Zapier account, so that billing and app permissions are under their control, then you can login to each of their Zapier accounts to configure the Zaps.
+9- Zapier Staff
- 2653 replies
- Answer
Hi there
While Troy is correct, I can see you also reached out to support and I wanted to post their response here as another option for users who may be following along. Alfonso mentioned this is achievable through a Teams or Company plan. This way you can have your clients’ accounts added as members and you can manage their respective accounts.
I hope this helps!
+14- Zapier Orchestrator & Solution Partner
- 34005 replies
Keep in mind, Zapier plans for “Teams” and “Company” come at a higher cost for more advanced features and capabilities.
So make sure to manage your client expectations about the tradeoffs for the different Zapier plans: https://zapier.com/app/billing/plans
You’ll also have to guide your clients with how to share Zaps and App connections, as documented in these articles:
https://zapier.com/help/manage/app-connections/share-app-connections-with-your-team
https://zapier.com/help/manage/collaborate/share-zaps-with-your-team
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