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Feature Requests
Description
Category
Client Portal & Communications
File Reviews and Close Reports
Management Reporting
Workflow / Task Management
Collaboration / Comments
Metrics
Time Tracking
Zapier
Chrome Extension
Other
Country Support
Receipts
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Client Portal & Communications (523)
File Reviews and Close Reports (340)
Management Reporting (181)
Workflow / Task Management (511)
Collaboration / Comments (65)
Metrics (45)
Time Tracking (83)
Zapier (10)
Chrome Extension (22)
Other (245)
Country Support (4)
Receipts (110)
New Zapier Action: Get Client Properties
Get client properties in Zapier.
3
·
complete
19
Edit client properties in Zapier
Write to client properties in Zapier
2
·
complete
7
Additional Zapier actions and triggers
Suggested actions: Add contact when creating client Apply template when creating a client Trigger- When close is mark "done" I am sure I can think of more but these one would get me very far on automation.
3
·
complete
14
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