Microsoft Excel + TaxDome
Save new TaxDome contacts to Microsoft Excel rows
With this integration, a row will be automatically created in an Excel spreadsheet as soon as you create a new contact in your TaxDome account. Trigger the automation to keep clients' info organized every time you create a new contact.
With this integration, a row will be automatically created in an Excel spreadsheet as soon as you create a new contact in your TaxDome account. Trigger the automation to keep clients' info organized every time you create a new contact.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Add Row
Adds a new row to the end of a worksheet.
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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
New Contact
Triggers when a new contact is created.
Try ItContact NameRequired
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
Storage Source
FolderRequired
SpreadsheetRequired
WorksheetRequired
Try It
About Microsoft Excel
Microsoft's Excel is a spreadsheet application used by millions of users across the world. It is part of the Office ecosystem and is considered the industry standard for spreadsheets.
Only files on OneDrive for Business (available with Office 365 and Sharepoint server) are supported at this time with Zapier.
Related categories
Similar apps
OneDrive
File Management & Storage, Microsoft
Smartsheet
Spreadsheets
Quip
DocumentsAbout TaxDome
TaxDome is an all-in-one solution for tax and accounting professionals to manage their business.