Gather and send personalized tax document list from Typeform, run code, and email via Office 365
Gather and send personalized tax document list from Typeform, run code, and email via Office 365
Gather user input from Typeform submissions, run custom JavaScript to process the data, and send a personalized email via Microsoft Office 365 with a list of required documents for tax preparation, ensuring efficient onboarding for your clients.
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Overview
Gather user input from Typeform submissions, run custom JavaScript to process the data, and send a personalized email via Microsoft Office 365 with a list of required documents for tax preparation, ensuring efficient onboarding for your clients.