EasyTax
Communication
Connect Leapyear to manage, organize, and access your files directly within your workflows. Automatically link, share, or retrieve documents without switching platforms—keeping your team focused and your data in sync.
Key Use Cases
Store workflow outputs automatically
Send generated documents, reports, or files directly to designated Leapyear folders—no manual uploads needed.Attach files to task or approval steps
Easily link relevant files into your workflows to provide full context during reviews, sign-offs, or handovers.Organize and tag documents based on workflow data
Automatically name, categorize, and tag files using form inputs, dates, or user data—keeping your Leapyear storage structured and searchable.
Permissions Required
View and manage files
Access folder structure
Create and rename documents
Read metadata and tags
Share and update file permissions
Setup Instructions
Go to your Integrations tab in settings
Select Leapyear and click Connect
Sign in to your Leapyear account and authorize access
Once connected, choose default folders or file destinations in your workflow editor
Start using Leapyear actions and triggers inside any workflow
