Apptoto + TaxDome
Create new TaxDome contacts from scheduled Apptoto appointments
When you schedule an appointment in Apptoto, this workflow creates a new contact in your TaxDome app seamlessly. Keep your records up-to-date and ensure no crucial client information falls through the cracks. This automation makes appointment scheduling and client management smooth and efficient, freeing up your time to focus on tasks that matter.
When you schedule an appointment in Apptoto, this workflow creates a new contact in your TaxDome app seamlessly. Keep your records up-to-date and ensure no crucial client information falls through the cracks. This automation makes appointment scheduling and client management smooth and efficient, freeing up your time to focus on tasks that matter.
- When this happens...Appointment Scheduled
Triggers when an appointment is scheduled through an Apptoto Booking Page
- automatically do this!Create Contact
Creates a Contact
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Appointment Scheduled
Triggers when an appointment is scheduled through an Apptoto Booking Page
Try ItMessage Sent
Triggers when a message is sent in Apptoto
Try ItParticipant Check-In State Changed
Trigger when a participant's check in state changes in Apptoto (e.g. to arrived, late, noshow etc.)
Try ItPayment Processed
Triggers when a payment charged or captured via Apptoto
Try It
Message Received
Triggers when a message is received in Apptoto
Try ItParticipant Booking State Changed
Trigger when a participant's booking state changes in Apptoto (e.g. to invited, accepted, declined etc.)
Try ItParticipant Reminder State Changed
Trigger when a participant's reminder state changes in Apptoto (e.g. to confirmed, cancelled, etc.)
Try ItPayment Refunded
Triggers when a payment is refunded via Apptoto
Try It