Box + TaxDome integrations
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.
- When this happens...New ContactTriggers when a new contact is created.
- automatically do this!Create FolderTriggers when you add a new folder.
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More things you can do with TaxDome and Box
Discover other triggers and actions you can use with TaxDome and Box
- Delete Account
Triggers when an account is deleted
Try ItTriggerInstant - New Account
Triggers when a new account is created
Try ItTriggerInstant - Update Account
Triggers when an account is updated
Try ItTriggerInstant - Create Account
Creates an Account in TaxDome
ActionWrite
- Deleted Contact
Triggers when a contact is deleted.
Try ItTriggerInstant - New Contact
Triggers when a new contact is created.
Try ItTriggerInstant - Updated Contact
Triggers when a contact is updated.
Try ItTriggerInstant - Contact NameRequired
- First Name
- Middle Name
- Last Name
- Email
- Phone Number
- Street Address
- City
- Province
- Zip
- Notes
- Company Name
- Country
- Tags
- Linked accounts
ActionWrite
Box lets you keep all your businesses files in one place for simple online collaboration.
Related categories
TaxDome is an all-in-one solution for tax and accounting professionals to manage their business.
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