Applying organizer templates to clients using Zapier
T
Tyler Otto
It would be helpful to be able to apply organizers via Zapier, but it is asking for template ID's. Currently not supported, but would make the workflow much smoother.
Would like to:
- Publish or Draft status the organizer
- Name the organizer
- We also need to be able to create tax only clients from Zapier (you can only do Bookkeeping clients for now)