FYI + TaxDome

FYI + TaxDome integrations

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 AccountTriggers when a new account is created
TriggerInstant
automatically do this!
Create or Update ClientCreate or Update a Client in FYI.
ActionWrite

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More things you can do with TaxDome and FYI

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

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
Try It
Create Account
Creates an Account in TaxDome
Action
Write
- id
  Required
Action
Write

- Search
  Required
Action
Search
- Search
  Required
Action
Search or write

- Create client if it doesn’t exist yet
  Required
- Export to xero if connected
  Required
- Group Name
- Phone Number
- Mobile Number
- Partner Email
- Manager Email
Action
Write
- Create group if it doesn’t exist yet
  Required
- New Name
  Required
Action
Write
- Name
  Required
- Web Link
  Required
- Source
- Client Email
- User Email
- Client Code
- Export Code
- XPM ID
Action
Write
- Subject
  Required
- Start Date
  Required
- Due Date
  Required
- Create task if it doesn’t exist yet
  Required
- Client Email
- Client Name
- Task Code
- Assignee Email
- Delegator Email
- Message
Action
Write
- Client
- Find across group
- Type
- Job Number
- Name
Action
Search

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 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
- Name
  Required
- Client Email
- User Email
- Client Code
- Export Code
- XPM ID
- File
  Required
Action
Write
- Name
- Create job if it doesn’t exist yet
  Required
- Job Type
- Description
- Job Code
- Partner Email
- Manager Email
- Start Date
- Due Date
Action
Write
- Name
  Required
- HTML
  Required
- Source
- Client Email
- User Email
- Client Code
- Export Code
- XPM ID
Action
Write
- Name
- Email
- FYI Client ID
- Client Code
- Export Code
Action
Search

About FYI

FYI is a document management service for professionals

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Related categories

Accounting

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