Send intake forms via Gmail after TidyCal booking, and retrieve files from Google Drive
Send intake forms via Gmail after TidyCal booking, and retrieve files from Google Drive
Send intake forms to clients after they book an appointment with TidyCal. Retrieve necessary documents from Google Drive and create a draft email in Gmail, ensuring timely delivery of important information for faster onboarding.
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Overview
Send intake forms to clients after they book an appointment with TidyCal. Retrieve necessary documents from Google Drive and create a draft email in Gmail, ensuring timely delivery of important information for faster onboarding.