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Future Firm - 2023-01-09 tax automation webinar - zap 5 - beginner tax return status email to client

“This zap triggers on a weekly basis on Mondays at 9 am. It will then lookup the status of the client's tax return and send them an email telling them the status and when it was last updated. ”

Brian Clarecreated by Brian Clare

This Zap uses a private app.

This means the developers of this app haven’t completed our full quality assurance steps. Zapier has limited details on this app and as a result can’t offer support for it. If you have questions about this app, please contact the person who gave you access to this Zap.
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How Zapier works (57 sec)
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Les entreprises, grandes et petites, font confiance

This Zap works in 5 steps …

  • Step 1 - Trigger

    Anytime an every week is created in Schedule by Zapier

  • Step 2 - Action

    Lookup spreadsheet rows (advanced) in Your App

  • Step 3 - Action

    Create loop from line items in Looping by Zapier

  • Step 4 - Action

    Filter my data in Filter by Zapier

  • Step 5 - Action

    Send outbound email in Your App

    • 2.5 minutes to set up
    • Get back 1.2 hrs /week
    • 531 people use this app pairing

    This Zap uses the following 5 apps

    • Logo Schedule by Zapier
    • Logo Formatter by Zapier

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    Check out all the other ways you can connect Planification par Zapier and Formatter by Zapier,
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