Ellie + TaxDome

Ellie + TaxDome integrations

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 ContactTriggers when a new contact is created.
TriggerInstant
automatically do this!
Create TaskCreates a task in Ellie (either to a specific date or list)
ActionWrite

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More things you can do with TaxDome and Ellie

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

Delete Account
Triggers when an account is deleted
Trigger
Instant
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New Account
Triggers when a new account is created
Trigger
Instant
Try It
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

New Task
Triggers when a new task is created
Trigger
Instant
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- Task description
  Required
- Date
- Label Name
- List Name
- Notes
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.
Trigger
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
Task Complete
Triggers when a task is completed
Trigger
Instant
Try It
- Task
  Required
- Task Description
  Required
- 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.

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Related categories

Productivity

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