Create account and contact in TaxDome from new appointment in Acuity Scheduling
Create account and contact in TaxDome from new appointment in Acuity Scheduling
Create new accounts and contacts in TaxDome when a new appointment is scheduled in Acuity Scheduling, ensuring faster onboarding for new clients and improving your workflow efficiency.
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Overview
Create new accounts and contacts in TaxDome when a new appointment is scheduled in Acuity Scheduling, ensuring faster onboarding for new clients and improving your workflow efficiency.