GoProposal + TaxDome

Create new TaxDome contacts when proposals are won in GoProposal

When a proposal is won in GoProposal, streamline your workflow by instantaneously creating a new contact in TaxDome. This automation ensures your TaxDome client list is always up-to-date with GoProposal wins, saving you time on data entry and keeping your records organized. Experience smooth business operations with this immediate, efficient process.

When this happens...
Proposal Won
Triggers when a proposal is won.
TriggerInstant
automatically do this!
Create Contact
Creates a Contact
ActionWrite

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Supported triggers and actions

Draft Proposal Created
Triggers when a new draft proposal is created.
Trigger
Instant
Try It
Proposal Won
Triggers when a proposal is won.
Trigger
Instant
Try It
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

Proposal Created
Triggers when a new live proposal is created.
Trigger
Instant
Try It
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

About GoProposal

GoProposal enables accountants to price consistently & eliminate scope creep.

Related categories

Proposal & Invoice Management

About TaxDome

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

Learn more

Related categories

Accounting

GoProposal + TaxDome

Create new TaxDome contacts when proposals are won in GoProposal

Supported triggers and actions

Draft Proposal Created

Proposal Won

Deleted Contact

New Contact

Updated Contact

Create Contact

Update Contact

Find Contact

Find or Create Contact

Proposal Created

Delete Account

New Account

Update Account

Create Account

Update Account

Find Account

Find or Create Account

About GoProposal

Related categories

About TaxDome

Related categories