Message your team on Slack (and beyond)
Many teams (like ours!) use Slack for internal communication. Slack is great at integrations too, so teaming it up with Zapier is a no-brainer.
Zapier can alert a Slack channel when:
- You make a sale
- A payment hits your account
- A prospect makes an enquiry
- A new job is created in your system
- A customer makes a support request
- Or basically anything else you can think of!
If you don’t use Slack, don’t worry – Zapier integrates with a huge range of team chat apps. See if yours is on the list!
Automate your ingoings and outgoings
If you use one of the accounting apps that Zapier connects with, you can start automating and sharing information to make doing your finances a lot easier.
You can automatically generate receipts and invoices, track all of your online transactions, set up notifications and even use Zaps to create your budgets.
Here are a few more tips on using Zapier for accounting.
Create all the spreadsheets
You can add basically anything to a Google Sheet using Zapier – for example, form submissions, staff timesheets, sales or leads from your website or social media. It all updates automatically, so at a glance you have live visibility over whatever you’re looking to track.
You can then trigger an action when new data is added to the spreadsheet – you may want to receive an email or Slack alert whenever someone downloads your latest ebook, send off an invoice whenever you reach a certain number of hours worked on a particular project, or create a new task in your job management tool when you have a new prospect to follow up.
Now get zapping!
The beauty of Zapier is that it adapts completely to the way you work. Unlike new software or a big app update, there’s nothing new to learn – in fact, you’re doing the teaching. Once you have an ecosystem of Zaps in place, you’ll start to notice that your workload lightens and you have more time for the stuff you’re best at.