Google Sheets + Taxaroo
Add rows in Google Sheets for new appointments scheduled in Taxaroo
Keep your tax appointment schedules organized and easy to access. With this workflow, whenever you schedule an appointment in Taxaroo, a corresponding row is instantly created in Google Sheets. This simple automation streamlines your tax business operations by organizing your client appointments in a Google Sheets spreadsheet.
Keep your tax appointment schedules organized and easy to access. With this workflow, whenever you schedule an appointment in Taxaroo, a corresponding row is instantly created in Google Sheets. This simple automation streamlines your tax business operations by organizing your client appointments in a Google Sheets spreadsheet.
- When this happens...New Appointment Scheduled
Triggers when a new appointment is scheduled.
- automatically do this!Create Spreadsheet Row
Create a new row in a specific spreadsheet.
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About Google Sheets
Create, edit, and share spreadsheets wherever you are with Google Sheets, and get automated insights from your data.
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SpreadsheetsAbout Taxaroo
Taxaroo streamlines tax & CPA firm management with smart data collection, seamless client communication, and organizational tools.