FYI + TaxDome

Create or update FYI clients when new accounts are added to TaxDome

Easily manage your finance operations with this hassle-free workflow between TaxDome and FYI. When a new account is set up in TaxDome, the system will streamline your process by promptly creating or updating the corresponding client in FYI. This seamless automation solution ensures timely updates, aiding your effort to maintain accurate and consistent client data across your platforms.

When this happens...
New Account
Triggers when a new account is created
TriggerInstant
automatically do this!
Create or Update Client
Create or Update a Client in FYI.
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

- Create client if it doesn’t exist yetRequired
- Export to xero if connectedRequired
- Group Name
- Phone Number
- Mobile Number
- Partner Email
- Manager Email
Action
Write
- NameRequired
- Create group if it doesn’t exist yetRequired
Action
Write
- NameRequired
- Web LinkRequired
- Source
- Client Email
- User Email
- Client Code
- Export Code
- XPM ID
Action
Write
- SubjectRequired
- Start DateRequired
- Due DateRequired
- Create task if it doesn’t exist yetRequired
- Client Email
- Client Name
- Task Code
- Assignee Email
- Delegator Email
- Message
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
- NameRequired
- Client Email
- User Email
- Client Code
- Export Code
- XPM ID
- FileRequired
Action
Write
- Name
- Create job if it doesn’t exist yetRequired
- Job Type
- Description
- Job Code
- Partner Email
- Manager Email
- Start Date
- Due Date
Action
Write
- NameRequired
- HTMLRequired
- Source
- Client Email
- User Email
- Client Code
- Export Code
- XPM ID
Action
Write

About FYI

FYI is a document management service for professionals

Related categories

Accounting

About TaxDome

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

Learn more

Related categories

Accounting

FYI + TaxDome

Create or update FYI clients when new accounts are added to TaxDome

Supported triggers and actions

Delete Account

New Account

Update Account

Create Account

Update Account

Find Account

Find or Create Account

Create or Update Client

Create or Update Client Group

Create Web Link

Create or Update Task

Deleted Contact

New Contact

Updated Contact

Create Contact

Update Contact

Find Contact

Find or Create Contact

Create Document

Create or Update Job

Create File Note

About FYI

Related categories

About TaxDome

Related categories