Update TaxDome accounts when new Quo call recordings are completed
Effortlessly manage your financial data with this workflow. After a call recording is finished in Quo, it initiates an update to an account in TaxDome. This seamless integration ensures all your relevant information is readily available and up to date, enhancing your financial management efficiency.
Effortlessly manage your financial data with this workflow. After a call recording is finished in Quo, it initiates an update to an account in TaxDome. This seamless integration ensures all your relevant information is readily available and up to date, enhancing your financial management efficiency.
- When this happens...Call Recording Completed
Triggers when a call recording has finished.
- automatically do this!Update Account
Triggers when an account is updated
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