Create folders in Google Drive for new contacts in TaxDome
Streamline your document management system whenever there's a new contact on TaxDome. This automation seamlessly creates a dedicated folder on Google Drive for each new contact, aiding in organized, tidy storage of all related documents and files. Stay focused on your tax services, knowing that your digital archive management is operating smoothly.
Streamline your document management system whenever there's a new contact on TaxDome. This automation seamlessly creates a dedicated folder on Google Drive for each new contact, aiding in organized, tidy storage of all related documents and files. Stay focused on your tax services, knowing that your digital archive management is operating smoothly.
- 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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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




