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Ben Wright

Ben handles process creation and refinement, site development, and paid ads. In his free time he is likely chasing his dogs around the house or playing bass guitar for The Bodega Band.

Accountant’s Guide to Zapier: Starting a Welcome Campaign in Mailchimp

3 min read

Accountant’s Guide to Zapier: Starting a Welcome Campaign in Mailchimp

Picture of Ben Wright Ben Wright: Jul 24, 2020 10:00:00 AM

A new client is added to QBO, and simultaneously that client is added to your marketing welcome campaign in Mailchimp. It’s always a good idea to welcome new clients to your business in some personal manner. It makes them feel like they’re going to...

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How to Use Zapier to Automatically Update All Software After Adding a New client to QBO

3 min read

Accountant’s Guide to Zapier: How to Automate Repetitive Tasks

Picture of Ben Wright Ben Wright: Jun 3, 2020 10:59:23 AM

Imagine…a new client is entered by one of your bookkeepers into QuickBooks Online (QBO), and you’re automatically emailed a notification...

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