Dev Notes and Requests

By bluemillionPublished On: October 13, 2025

Automate Invoice Name with checkbox automation Automate a Python or ...

Automate Invoice Name with checkbox automation
Automate a Python or other script to do bulk domain expiration checks
Make ACH Flag Calculated
Move Tax Status to Client
Fix Tax Projection on Assessment – (Lexington Blue)
Make budget entry and update automated from Harvest to Airtable
Automate adding a project to Airtable
Automatically add time detail if flag is set
~~Blue Robot send notification if project is “completed”~~
New clients should get a W-9 Form
Automate the client name into the proposal generator? Or when in our process should we update manually and where should we match the name from for the other automations? AB 10/13/25