Send emails to client managers for new updates in AccountancyManager
This template will automatically send an email to the client manager every time an update is made to a client. The email has a link directly to the client file allowing for quick identification of the updates that have been made.
This template will automatically send an email to the client manager every time an update is made to a client. The email has a link directly to the client file allowing for quick identification of the updates that have been made.
- Client CreatedTriggers when a Client is created within AccountancyManager.Trigger
- Client DeletedTriggers when a Client is deleted within AccountancyManager.Trigger
- Client Marked as NLACTriggers when a Client is marked as "No Longer a Client" within AccountancyManager.Trigger
- Client UpdatedTriggers when a Client/Prospect is updated within AccountancyManager.Trigger
- Create ClientCreate a new Client within AccountancyManagerAction
- Disable ServiceDisable a service for a Client within AccountancyManager.Action
- Enable ServiceEnable a service for a Client within AccountancyManager.Action
- No Longer a ClientMarks a Client as NLAC.Action
- 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
- Email by Zapier
Triggers when an email is forwarded to your own custom
Instant
Trigger
- Email by Zapier
Triggers when an email that you've enabled read receipts on via our
Instant
Trigger
- Email by Zapier
Send an email from your own custom
Scheduled
Action
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