Google Drive + TaxDome
Create folders in Google Drive for new contacts in TaxDome
Stay organized with each new contact on TaxDome by creating corresponding folders in Google Drive. This workflow streamlines your document management process, ensuring every client contact has their own dedicated space for important documents. It's a seamless, effortless way to improve your client-focused tasks and boost productivity.
Stay organized with each new contact on TaxDome by creating corresponding folders in Google Drive. This workflow streamlines your document management process, ensuring every client contact has their own dedicated space for important documents. It's a seamless, effortless way to improve your client-focused tasks and boost productivity.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Create Folder
Triggers when a new folder is added directly to a specific folder (but not its subfolders).
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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
