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