Generate and update client progress reports in Google Docs and monday.com when a tag is added in Ontraport
Generate and update client progress reports in Google Docs and monday.com when a tag is added in Ontraport
Generate progress reports in Google Docs when a tag is added in Ontraport, ensuring all client information is captured. Update relevant items in monday.com for clearer reporting and enhanced client engagement.
Zap details:
Overview
Generate progress reports in Google Docs when a tag is added in Ontraport, ensuring all client information is captured. Update relevant items in monday.com for clearer reporting and enhanced client engagement.