Evernote + TaxDome
Create Evernote notebooks for new TaxDome contacts
Whenever a new contact comes into TaxDome, this workflow promptly creates a corresponding notebook in Evernote. By streamlining your contact management process, this functional setup can help organize client-specific information effortlessly, leaving more time for your core tasks. Enhance your customer dealings and reduce manual data entry with this timesaving solution.
Whenever a new contact comes into TaxDome, this workflow promptly creates a corresponding notebook in Evernote. By streamlining your contact management process, this functional setup can help organize client-specific information effortlessly, leaving more time for your core tasks. Enhance your customer dealings and reduce manual data entry with this timesaving solution.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Create Notebook
Triggers when a new notebook is added to Evernote.
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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
