Google Drive + TaxDome
Create folders in Google Drive for new accounts in TaxDome
Create a seamless workflow between TaxDome and Google Drive using this automation. As soon as a new account is registered in TaxDome, a corresponding folder is instantly created in Google Drive. This will not only keep your documents organized but it will also save time that you can better spend on more important tasks. Keep your focus on growing your client base while your document management takes care of itself.
Create a seamless workflow between TaxDome and Google Drive using this automation. As soon as a new account is registered in TaxDome, a corresponding folder is instantly created in Google Drive. This will not only keep your documents organized but it will also save time that you can better spend on more important tasks. Keep your focus on growing your client base while your document management takes care of itself.
- When this happens...New Account
Triggers when a new account 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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Delete Account
Triggers when an account is deleted
Try ItNew Account
Triggers when a new account is created
Try ItUpdate Account
Triggers when an account is updated
Try ItCreate Account
Creates an Account in TaxDome
Deleted Contact
Triggers when a contact is deleted.
Try ItNew Contact
Triggers when a new contact is created.
Try ItUpdated Contact
Triggers when a contact is updated.
Try ItContact NameRequired
First Name
Middle Name
Last Name
Email
Phone Number
Street Address
City
Province
Zip
Notes
Company Name
Country
Tags
Linked accounts
