Notify team member when tax return is ready, lookup client info in Google Sheets, and send email via Office 365

Notify your team member when a tax return is ready for billing by pulling client information from Google Sheets and sending an email via Microsoft Office 365, ensuring efficient billing with all necessary details at hand.

Notify team member when tax return is ready, lookup client info in Google Sheets, and send email via Office 365

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Overview

Notify your team member when a tax return is ready for billing by pulling client information from Google Sheets and sending an email via Microsoft Office 365, ensuring efficient billing with all necessary details at hand.

Notify team member when tax return is ready, lookup client info in Google Sheets, and send email via Office 365