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.

3 min read

Accountant’s Guide to Zapier: Adding New Clients to a Marketing Welcome Campaign in Mailchimp

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...

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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

Imagine…a new client is entered by one of your bookkeepers into QuickBooks Online (QBO), and you’re automatically emailed a notification acknowledging the action. But not only that—you also learn that they’ve been added to a running Google spreadsheet of...

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