Create Dex notes from new Taplio engagements received

When you receive engagement in Taplio, take swift and efficient steps to record it in Dex. This workflow ensures that every interaction in Taplio promptly results in a new note created in Dex. This way, you'll never lose track of important engagements and can keep your Dex records up to date effortlessly. Stand out in your client relationship management through this seamless and efficient process.