Organize tax documents in Box, and notify clients via Gmail after Jotform submission

Organize tax-related documents by creating a new folder in Box when a client submits a Jotform questionnaire. Communicate requirements to clients through a tailored email in Gmail, ensuring clear expectations and faster onboarding.

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Overview

Organize tax-related documents by creating a new folder in Box when a client submits a Jotform questionnaire. Communicate requirements to clients through a tailored email in Gmail, ensuring clear expectations and faster onboarding.

Organize tax documents in Box, and notify clients via Gmail after Jotform submission