Any chance you can create a zapier integration from Client Manger. #ProductivityGAINS #automation
My office uses Slack, Asana, Google and Sharefile.
I would like to have the Client Manger steps automate to Asana and then (team member notification) Slack when it changes to Client Approval. When the return is complete, It could automatically trigger the print and invoice to Sharefile and send the client a google email. google mail would automatically send them a link to my calendly to setup an appt to come in and sign.
PLEASE PLEASE PLEASE !