Connecting Zapier with Seamlss
Log into Zapier, then click on the Create Zap button
![zapier-seamlss_01 - Seamlss - Streamlined Client Onboarding & Verification for Accounting Firms - Seamlss - Streamlined Client Onboarding & Verification for Accounting Firms](https://seamlss.com.au/wp-content/uploads/2021/11/zapier-seamlss_01.png)
Pick your booking tool, e.g., Calendly.
![zapier-seamlss_02 - Seamlss - Streamlined Client Onboarding & Verification for Accounting Firms - Seamlss - Streamlined Client Onboarding & Verification for Accounting Firms](https://seamlss.com.au/wp-content/uploads/2021/11/zapier-seamlss_02.png)
Select your trigger event.
![zapier-seamlss_03 - Seamlss - Streamlined Client Onboarding & Verification for Accounting Firms - Seamlss - Streamlined Client Onboarding & Verification for Accounting Firms](https://seamlss.com.au/wp-content/uploads/2021/11/zapier-seamlss_03.png)
Choose your Calendly Account (or your preferred booking platform account), test the trigger works. See data pulled and check it was a recent client you would possibly onboard using Seamlss.
![zapier-seamlss_04 - Seamlss - Streamlined Client Onboarding & Verification for Accounting Firms - Seamlss - Streamlined Client Onboarding & Verification for Accounting Firms](https://seamlss.com.au/wp-content/uploads/2021/11/zapier-seamlss_04.png)
Next, pick an Action and search for “Seamlss” to find the Seamlss Zap.
![zapier-seamlss_05 - Seamlss - Streamlined Client Onboarding & Verification for Accounting Firms - Seamlss - Streamlined Client Onboarding & Verification for Accounting Firms](https://seamlss.com.au/wp-content/uploads/2021/11/zapier-seamlss_05.png)
Once In, choose the “Add Client” Action Event.
![zapier-seamlss_06 - Seamlss - Streamlined Client Onboarding & Verification for Accounting Firms - Seamlss - Streamlined Client Onboarding & Verification for Accounting Firms](https://seamlss.com.au/wp-content/uploads/2021/11/zapier-seamlss_06.png)
Click continue and then sign into Seamlss, a new browser pop up window will appear asking for an API Key and Organisation Key. Follow the links to your Integrations area on Seamlss to get your keys.
![zapier-seamlss_07 - Seamlss - Streamlined Client Onboarding & Verification for Accounting Firms - Seamlss - Streamlined Client Onboarding & Verification for Accounting Firms](https://seamlss.com.au/wp-content/uploads/2021/11/zapier-seamlss_07.png)
Click the “Connect to Zapier” button to generate your keys.
![zapier-seamlss_08 - Seamlss - Streamlined Client Onboarding & Verification for Accounting Firms - Seamlss - Streamlined Client Onboarding & Verification for Accounting Firms](https://seamlss.com.au/wp-content/uploads/2021/11/zapier-seamlss_08.png)
Copy each key from Seamlss and paste into the appropriate text field on the previous Zapier popup.
After adding the keys, press “Yes, Continue” to authenticate.
![zapier-seamlss_09 - Seamlss - Streamlined Client Onboarding & Verification for Accounting Firms - Seamlss - Streamlined Client Onboarding & Verification for Accounting Firms](https://seamlss.com.au/wp-content/uploads/2021/11/zapier-seamlss_09.png)
Next, setup the fields to be pulled into Seamlss to onboard clients. First Name, Last Name, Email and Mobile phone number are all required. Middle Name is optional.
![zapier-seamlss_10 - Seamlss - Streamlined Client Onboarding & Verification for Accounting Firms - Seamlss - Streamlined Client Onboarding & Verification for Accounting Firms](https://seamlss.com.au/wp-content/uploads/2021/11/zapier-seamlss_10.png)
Press “Continue” to preview the test data that will to be pushed into Seamlss.
Press “Test & Review” or simply “Test & Continue” to run the Zap and push the data into Seamlss.
![zapier-seamlss_11 - Seamlss - Streamlined Client Onboarding & Verification for Accounting Firms - Seamlss - Streamlined Client Onboarding & Verification for Accounting Firms](https://seamlss.com.au/wp-content/uploads/2021/11/zapier-seamlss_11.png)
To confirm that the client has been successfully imported, go to your Seamlss dashboard. Imported clients will appear at the top of your Dashboard for the admin team to action.
![zapier-seamlss_12 - Seamlss - Streamlined Client Onboarding & Verification for Accounting Firms - Seamlss - Streamlined Client Onboarding & Verification for Accounting Firms](https://seamlss.com.au/wp-content/uploads/2021/11/zapier-seamlss_12.png)
![zapier-seamlss_13 - Seamlss - Streamlined Client Onboarding & Verification for Accounting Firms - Seamlss - Streamlined Client Onboarding & Verification for Accounting Firms](https://seamlss.com.au/wp-content/uploads/2021/11/zapier-seamlss_13.png)
Once you have confirmed the client has been pushed into Seamlss, you can turn on your Zap!
![zapier-seamlss_14 - Seamlss - Streamlined Client Onboarding & Verification for Accounting Firms - Seamlss - Streamlined Client Onboarding & Verification for Accounting Firms](https://seamlss.com.au/wp-content/uploads/2021/11/zapier-seamlss_14.png)
ZAPIER CONNECTION ISSUES?
Check our other pages to reconnect it by deleting the apps connections via Reconnect Zapier help page.
![delete connection - Seamlss - Streamlined Client Onboarding & Verification for Accounting Firms - Seamlss - Streamlined Client Onboarding & Verification for Accounting Firms](https://seamlss.com.au/wp-content/uploads/2022/03/delete-connection.png)