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Joseph Vecchio
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Add TAG automation with Wealthbox
closed
Joseph Vecchio
Having to add TAGS manually is limiting the functionality of autmation. I add tags to WB via Zapier then would like to create tasks based upon these tags. Manual adds are not going to cut it.. Needs to be addressed ASAP
February 17, 2021
Louis Retief
marked this post as
closed
·
March 19, 2025
·
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Ron Gorodetsky
marked this post as
under review
·
February 22, 2021
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