Organize tax documents in Box, and notify clients via Gmail after Jotform submission
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.
Zap details:
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.