Send authorization request email to new clients in Microsoft Outlook after service proposal acceptance
Send authorization request email to new clients in Microsoft Outlook after service proposal acceptance
Send authorization request emails to new clients after they accept service proposals, ensuring timely processing of their tax returns. Use Ignition to trigger on acceptance, filter conditions, delay as needed, and send via Microsoft Outlook.
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Overview
Send authorization request emails to new clients after they accept service proposals, ensuring timely processing of their tax returns. Use Ignition to trigger on acceptance, filter conditions, delay as needed, and send via Microsoft Outlook.