Notify team in Slack, log details in Google Sheets, and store documents in Google Drive
Notify team in Slack, log details in Google Sheets, and store documents in Google Drive
Organize tax client submissions by capturing new entries from Cognito Forms, notifying your team via Slack, logging details in Google Sheets, and storing relevant documents in Google Drive for easy access and management.
Workflow preview:
Zap details:
Overview
Organize tax client submissions by capturing new entries from Cognito Forms, notifying your team via Slack, logging details in Google Sheets, and storing relevant documents in Google Drive for easy access and management.