Box + TaxDome
Create folders in Box for new TaxDome contacts
Effortlessly organize your client information with this TaxDome and Box integration. Whenever a new contact is added in TaxDome, this workflow will create a dedicated folder in your Box account, ensuring your client documents are tidy and easy to locate. Say goodbye to manual folder creation and improve your productivity with this seamless automation.
Effortlessly organize your client information with this TaxDome and Box integration. Whenever a new contact is added in TaxDome, this workflow will create a dedicated folder in your Box account, ensuring your client documents are tidy and easy to locate. Say goodbye to manual folder creation and improve your productivity with this seamless automation.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Create Folder
Triggered when you add a new folder.
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Deleted Contact
Triggers when a contact is deleted.
Try ItUpdated Contact
Triggers when a contact is updated.
Try ItIdRequired
Contact Name
First Name
Middle Name
Last Name
Email
Phone Number
Street Address
City
Province
Zip
Notes
Company Name
Country
Search
Contact Name
First Name
Middle Name
Last Name
Phone Number
Street Address
City
Province
Zip
Contact NameRequired
First Name
Middle Name
Last Name
Email
Phone Number
Street Address
City
Province
Zip
Notes
Company Name
Country
New Contact
Triggers when a new contact is created.
Try ItContact NameRequired
First Name
Middle Name
Last Name
Email
Phone Number
Street Address
City
Province
Zip
Notes
Company Name
Country
Search
Contact Name
First Name
Middle Name
Last Name
Phone Number
Street Address
City
Province
Zip
New Comment
Triggered when someone comments on a file in a folder you own/collaborate on.
Try It
