Popular ways to use AccountancyManager workflows

• Add Mailchimp subscribers with new clients created in AccountancyManager

  

  by Zapier

  Zapier

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  AccountancyManager, Mailchimp

  AccountancyManager + Mailchimp

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  1. 

     When this happens

     Step 1: Client Created

  2. 

     Then do this

     Step 2: Add/Update Subscriber

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  Add Mailchimp subscribers with new clients created in AccountancyManager

  

  by Zapier

  Zapier

  Add Mailchimp subscribers with new clients created in AccountancyManager

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  AccountancyManager, Mailchimp

  AccountancyManager + Mailchimp

• Add new AccountancyManager clients to Ignition

  

  by Zapier

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  AccountancyManager, Ignition

  AccountancyManager + Ignition

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  1. 

     When this happens

     Step 1: Client Created

  2. 

     Then do this

     Step 2: Create Client

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  Add new AccountancyManager clients to Ignition

  

  by Zapier

  Zapier

  Add new AccountancyManager clients to Ignition

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  AccountancyManager, Ignition

  AccountancyManager + Ignition

• Update AccountancyManager prospects to clients and enable services from new accepted proposals in Ignition

  

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  • +2
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  Ignition, AccountancyManager

  Ignition + AccountancyManager

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  1. 

     When this happens

     Step 1: Proposal Accepted

  2. 

     Then do this

     Step 2: Client Search

  3. 

     Then do this

     Step 3: Update Prospect to Client

  4. 

     Then do this

     Step 4: Enable Service

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  Update AccountancyManager prospects to clients and enable services from new accepted proposals in Ignition

  

  by Zapier

  Zapier

  Update AccountancyManager prospects to clients and enable services from new accepted proposals in Ignition

  Try it

  • 
  • +2
  • 

  Ignition, AccountancyManager

  Ignition + AccountancyManager

• Enable AccountancyManager service for new Ignition accepted service

  

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  Ignition, AccountancyManager

  Ignition + AccountancyManager

  More details

  1. 

     When this happens

     Step 1: Service Accepted by Client

  2. 

     Then do this

     Step 2: Client Search

  3. 

     Then do this

     Step 3: Enable Service

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  Enable AccountancyManager service for new Ignition accepted service

  

  by Zapier

  Zapier

  Enable AccountancyManager service for new Ignition accepted service

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  • 
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  Ignition, AccountancyManager

  Ignition + AccountancyManager

• Send channel messages in Slack when clients are created in AccountancyManager

  

  by Zapier

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  AccountancyManager, Slack

  AccountancyManager + Slack

  More details

  1. 

     When this happens

     Step 1: Client Created

  2. 

     Then do this

     Step 2: Send Channel Message

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  Send channel messages in Slack when clients are created in AccountancyManager

  

  by Zapier

  Zapier

  Send channel messages in Slack when clients are created in AccountancyManager

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  AccountancyManager, Slack

  AccountancyManager + Slack

• Archive clients within AccountancyManager when proposals are newly-lost in Ignition

  

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  Ignition, AccountancyManager

  Ignition + AccountancyManager

  More details

  1. 

     When this happens

     Step 1: Proposal Marked as Lost

  2. 

     Then do this

     Step 2: Client Search

  3. 

     Then do this

     Step 3: No Longer a Client

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  Archive clients within AccountancyManager when proposals are newly-lost in Ignition

  

  by Zapier

  Zapier

  Archive clients within AccountancyManager when proposals are newly-lost in Ignition

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  Ignition, AccountancyManager

  Ignition + AccountancyManager

• Add new AccountancyManager clients as Stripe customers

  

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  AccountancyManager, Stripe (Legacy)

  AccountancyManager + Stripe (Legacy)

  More details

  1. 

     When this happens

     Step 1: Client Created

  2. 

     Then do this

     Step 2: Create Customer

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  Add new AccountancyManager clients as Stripe customers

  

  by Zapier

  Zapier

  Add new AccountancyManager clients as Stripe customers

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  AccountancyManager, Stripe (Legacy)

  AccountancyManager + Stripe (Legacy)

• Create AccountancyManager clients from new Google Forms submissions

  

  by Zapier

  Zapier

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  Google Forms, AccountancyManager

  Google Forms + AccountancyManager

  More details

  1. 

     When this happens

     Step 1: New Response in Spreadsheet

  2. 

     Then do this

     Step 2: Create Client

  See Zap detailsTry it

  Create AccountancyManager clients from new Google Forms submissions

  

  by Zapier

  Zapier

  Create AccountancyManager clients from new Google Forms submissions

  Try it

  • 
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  Google Forms, AccountancyManager

  Google Forms + AccountancyManager

• 

  Client Created

  Triggers when a Client is created within AccountancyManager.

  Trigger

  Instant
• 

  Client Deleted

  Triggers when a Client is deleted within AccountancyManager.

  Trigger

  Instant
• 

  Client Marked as NLAC

  Triggers when a Client is marked as "No Longer a Client" within AccountancyManager.

  Trigger

  Instant
• 

  Client Updated

  Triggers when a Client/Prospect is updated within AccountancyManager.

  Trigger

  Instant
• 

  Create Client

  Create a new Client within AccountancyManager

  Action

  Write
• 

  Disable Service

  Disable a service for a Client within AccountancyManager.

  Action

  Write
• 

  Enable Service

  Enable a service for a Client within AccountancyManager.

  Action

  Write
• 

  No Longer a Client

  Marks a Client as NLAC.

  Action

  Write
• AccountancyManager

  Update a Prospect to a Client within AccountancyManager.

  Scheduled

  Action

• AccountancyManager

  Update a client within AccountancyManager

  Scheduled

  Action

• AccountancyManager

  Find a client by company name

  Scheduled

  Action