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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.
How Zapier works (57 sec)
How Zapier works (57 sec)
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Confiável em empresas grandes e pequenas

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
    • 525 people use this app pairing

    This Zap uses the following 5 apps

    • logotipo Schedule by Zapier
    • logotipo Formatter by Zapier

    More ways to use these popular apps!

    Check out all the other ways you can connect Agendamento por Zapier and Formatter by Zapier,
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