Ellie + TaxDome

Create tasks in Ellie for new contacts in TaxDome

Stay organized and efficient when managing your contacts with TaxDome and Ellie. With this workflow, whenever a new contact is added in TaxDome, a corresponding task is immediately created in Ellie. Simplify your contact management system and ensure no task falls through the cracks.

When this happens...
New Contact
Triggers when a new contact is created.
TriggerInstant
automatically do this!
Create Task
Creates a task in Ellie (either to a specific date or list)
ActionWrite

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Supported triggers and actions

Delete Account
Triggers when an account is deleted
Trigger
Instant
Try It
New Account
Triggers when a new account is created
Trigger
Instant
Try It
Update Account
Triggers when an account is updated
Trigger
Instant
Try It
Create Account
Creates an Account in TaxDome
Action
Write
- idRequired
Action
Write

- SearchRequired
Action
Search
- SearchRequired
Action
Search or write

New Task
Triggers when a new task is created
Trigger
Instant
Try It
- Task descriptionRequired
- Date
- Label Name
- List Name
- Notes
Action
Write

Deleted Contact
Triggers when a contact is deleted.
Trigger
Instant
Try It
New Contact
Triggers when a new contact is created.
Trigger
Instant
Try It
Updated Contact
Triggers when a contact is updated.
Trigger
Instant
Try It
- Contact NameRequired
- First Name
- Middle Name
- Last Name
- Email
- Phone Number
- Street Address
- City
- Province
- Zip
- Notes
- Company Name
- Country
- Tags
- Linked accounts
Action
Write
- IdRequired
- 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 NameRequired
- 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
Task Complete
Triggers when a task is completed
Trigger
Instant
Try It
- TaskRequired
- Task DescriptionRequired
- Date
- Notes
- Label Name
- List Name
Action
Write

About Ellie

Ellie helps you organize your thoughts and plan your day in a beautiful and simple app.

Related categories

Productivity

About TaxDome

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

Learn more

Related categories

Accounting

Ellie + TaxDome

Create tasks in Ellie for new contacts in TaxDome

Supported triggers and actions

Delete Account

New Account

Update Account

Create Account

Update Account

Find Account

Find or Create Account

New Task

Create Task

Deleted Contact

New Contact

Updated Contact

Create Contact

Update Contact

Find Contact

Find or Create Contact

Task Complete

Update Task

About Ellie

Related categories

About TaxDome

Related categories