signwell, ontraport
Send onboarding link to new contact in Ontraport when document is completed in SignWell
Send onboarding link to new contact in Ontraport when document is completed in SignWell
Zaps
Effortlessly Manage Client Accounts and Contacts in TaxDome from New Airtable Records
Effortlessly Manage Client Accounts and Contacts in TaxDome from New Airtable Records
This Zap streamlines your client management process by connecting Airtable and TaxDome. When a new record is added in Airtable, it automatically finds or creates an account in TaxDome and generates a contact. Users benefit from organized, synchronized data, reducing manual entry and enhancing productivity.
Zap details:
Overview
This Zap streamlines your client management process by connecting Airtable and TaxDome. When a new record is added in Airtable, it automatically finds or creates an account in TaxDome and generates a contact. Users benefit from organized, synchronized data, reducing manual entry and enhancing productivity.