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i know you started Zapier integration but this appears to have stalled out a bit. i would like to build workfows with in canopy which help us with our client processes. Zapier does cost money.. have you concidered Microsoft Power Apps? we could creat power flows for these as well and Office 365 is the largest adopted business software.
task to download bank statements- zap they are downloaded
task to reconcile- zap QuickBooks Desktop opens the file
email with payroll- zap attached to Task