At AdvicePay, we know many of you wear a lot of hats: financial advisor, business owner, client relationship manager… and sometimes accidental tech support. That’s why we’re excited to announce our new integration with Zapier!

Zapier makes it easier than ever to connect AdvicePay to the other tools you already use, so you can save time, automate repetitive tasks, and keep your client service running smoothly – all without writing a single line of code.

Below, we’ll walk through what Zapier is, how it works, and share some ideas to help you start thinking about the kinds of tasks you could automate.

What is Zapier?

If you’ve ever wished the tools you use every day could “talk” to each other automatically – without needing to hire a developer or learn to code – Zapier is here to help.

Zapier is a platform that connects thousands of popular apps (like your CRM, email marketing tool, calendar, and now, AdvicePay) so they can share data and trigger actions automatically. These automations are called “Zaps.” Each Zap follows a simple formula: When this happens in App A, do that in App B.

For example, you could set up a Zap so that whenever you add a new client in AdvicePay, that client is automatically added to your email list or CRM – saving you the time and potential errors of entering the same information twice. Or, when an invoice is created in AdvicePay, you could have a Slack message sent to your team so everyone stays in the loop.

In short, Zapier acts like a bridge between your apps, helping your tech stack feel like one seamless system—and freeing you up to focus on serving your clients instead of manual admin work.

How to use Zapier

Getting started with Zapier is designed to be approachable, even if you’re not technical. Here’s a quick overview of how it works:

• Sign up for a Zapier account. If you don’t have one yet, head to zapier.com and create a free account.
• Connect AdvicePay. Account Owners can securely connect AdvicePay to Zapier from their Account Settings. 
• Explore available apps. In Zapier’s directory, you’ll find thousands of apps – browse or search for the tools you already use to see what’s possible. Zapier will guide you through linking any other apps you want to use.
• Create a Zap. Each Zap has two main parts:
  • Trigger: The event that starts the automation (for example, “New invitee created in Calendly”).
  • Action: What you want to happen automatically (like “Create an invoice in AdvicePay”).
• Test and turn on your Zap. Zapier lets you run a test to make sure everything works. Once you’re happy, turn the Zap on, and it will keep running quietly in the background.

You can create as many Zaps as you need, helping AdvicePay fit perfectly into your workflow without hiring a developer or maintaining complex integrations.

Zap ideas using AdvicePay

• When a new client is created in SmartOffice CRM → create a new client in AdvicePay
• When a client schedules a meeting in Calendly → create an invoice in AdvicePay
• When an eSign agreement is fully executed in AdvicePay → create a new contact on a client newsletter list in Constant Contact
• When an AdvicePay subscription is activated → send a message to a Slack channel

These are just a few starting points. The best part of Zapier is the ability to customize Zaps to meet your specific needs.

What’s next?

Whether you want to stay more organized, automate data entry, or cut down on your administrative tasks, Zapier helps AdvicePay work even better alongside your other favorite tools.

Ready to explore? Check out our Zapier integration and see how a few simple automations can give you more time to focus on what really matters: serving your clients.