Cone + TaxDome

Cone + TaxDome integrations

Create new TaxDome accounts when clients are created in Cone

This workflow starts when a new client is added in the Cone app, which initiates an account set-up process in TaxDome. It's an efficient way to streamline your client onboarding process, eliminating manual data entry and saving considerable time. This curated automation helps keep your client data consistent across both platforms, ensuring precise tax management.

When this happens...
Client CreatedTriggers when a Client is created.
TriggerInstant
automatically do this!
Create AccountCreates an Account in TaxDome
ActionWrite

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More things you can do with Cone and TaxDome

Discover other triggers and actions you can use with Cone and TaxDome

Client Converted to Customer
Triggers when a prospect is converted to customer.
Trigger
Instant
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Client Request Completed
Triggers when a client request is completed
Trigger
Instant
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Client Request Sent
Triggers when a client request is sent
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Instant
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Invoice Cancelled
Triggers when an invoice is cancelled.
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Instant
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Invoice Finalized
Triggers when invoice is finalized or created in final state.
Trigger
Instant
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Invoice Updated
Triggers when invoice is updated.
Trigger
Instant
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Project Created
Triggers when a project is created manually
Trigger
Instant
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Project Edited
Triggers when a project is edited
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Instant
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Project Overdue
Triggers when a project is overdue
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Instant
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Proposal Created
Triggers when proposal is saved for the first time.
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Instant
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Proposal Published
Triggers when a proposal is published
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Instant
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Task Completed
Triggers when an internal task is completed
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Instant
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Task Overdue
Triggers when an internal task is overdue
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Instant
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- Business Name
  Required
- Contact First Name
  Required
- Contact Middle Name
- Contact Last Name
  Required
- Contact Phone
- Contact Email
  Required
- Is Primary
  Required
Action
Write
- First Name
  Required
- Middle Name
- Last Name
  Required
- Email
  Required
- Phone
Action
Write
- First Name
  Required
- Last Name
  Required
- Middle Name
- Contact First Name
  Required
- Contact Middle Name
- Contact Last Name
  Required
- Contact Phone
- Contact Email
  Required
- Is Primary
  Required
Action
Write
Deleted Contact
Triggers when a contact is deleted.
Trigger
Instant
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New Contact
Triggers when a new contact is created.
Trigger
Instant
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Updated Contact
Triggers when a contact is updated.
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Instant
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- Contact Name
  Required
- First Name
- Middle Name
- Last Name
- Email
- Phone Number
- Street Address
- City
- Province
- Zip
- Notes
- Company Name
- Country
- Tags
- Linked accounts
Action
Write
- Id
  Required
- Contact Name
- First Name
- Middle Name
- Last Name
- Email
- Phone Number
- Street Address
- City
- Province
- Zip
- Notes
- Company Name
- Country
- Tags
- Linked accounts
Action
Write
- Search
- Contact Name
- First Name
- Middle Name
- Last Name
- Phone Number
- Street Address
- City
- Province
- Zip
Action
Search
- Search
- Contact Name
- First Name
- Middle Name
- Last Name
- Phone Number
- Street Address
- City
- Province
- Zip
- Contact Name
  Required
- First Name
- Middle Name
- Last Name
- Email
- Phone Number
- Street Address
- City
- Province
- Zip
- Notes
- Company Name
- Country
- Tags
- Linked accounts
Action
Search or write

Client Created
Triggers when a Client is created.
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Client Request Created
Triggers when a client request is created
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Instant
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Client Updated
Triggers when a Client is updated.
Trigger
Instant
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Invoice Created
Triggers when invoice is created as draft.
Trigger
Instant
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Invoice Paid
Triggers when an invoice is paid.
Trigger
Instant
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Invoice Written Off
Triggers when an invoice is written off.
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Instant
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Project Created From Recurring Rule
Triggers when a project is created from recurring role
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Project Ended
Triggers when a project is ended
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Instant
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Proposal Accepted
Triggers when a proposal is accepted (signed by all signatories).
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Instant
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Proposal Lost
Triggers when a proposal is marked as lost.
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Instant
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Proposal Revoked
Triggers when a proposal is revoked.
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Instant
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Task Created
Triggers when an internal task is created
Trigger
Instant
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- Business Name
  Required
- Contact First Name
  Required
- Contact Middle Name
- Contact Last name
  Required
- Contact Phone
- Contact Email
  Required
- Is Primary
  Required
Action
Write
- Type
  Required
- First Name
- Middle Name
- Last Name
- Client Type
  Required
- Contact First Name
  Required
- Contact Last Name
  Required
- Contact Middle Name
- Email
  Required
- Phone
- Is Primary
  Required
Action
Write
- First Name
  Required
- Middle Name
- Last Name
  Required
- Contact First Name
  Required
- Contact Middle Name
- Contact last name
  Required
- Contact Email
  Required
- Contact Phone
- Is Primary
  Required
Action
Write
Delete Account
Triggers when an account is deleted
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Instant
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New Account
Triggers when a new account is created
Trigger
Instant
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Update Account
Triggers when an account is updated
Trigger
Instant
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Create Account
Creates an Account in TaxDome
Action
Write
- id
  Required
Action
Write
- Search
  Required
Action
Search
- Search
  Required
Action
Search or write

About Cone

Cone Unified Proposals and Practice Management Software

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Related categories

Accounting

About TaxDome

TaxDome is an all-in-one solution for tax and accounting professionals to manage their business.

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Related categories

Accounting