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Quickly connect Ignition to TaxDome with a Zapier template.

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Create TaxDome contacts when new Ignition clients accept proposals
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Ignition + TaxDome
Add new TaxDome contacts and create corresponding clients in Ignition
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TaxDome + Ignition
Create new Ignition clients from new TaxDome accounts
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TaxDome + Ignition
Update contacts in TaxDome when new proposals are accepted in Ignition
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Ignition + TaxDome

Create TaxDome contacts when new Ignition clients accept proposals

Details

Try it

Ignition + TaxDome

Add new TaxDome contacts and create corresponding clients in Ignition

Details

Try it

TaxDome + Ignition

Create new Ignition clients from new TaxDome accounts

Details

Try it

TaxDome + Ignition

Update contacts in TaxDome when new proposals are accepted in Ignition

Details

Try it

Ignition + TaxDome

How Zapier works

Zapier makes it easy to integrate Ignition with TaxDome - no code necessary. See how you can get setup in minutes.

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1. Choose trigger event

2. Choose action

1. Select the event

Setup

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Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "Proposal Accepted" from Ignition.

Add your action

An action happens after the trigger—such as "Create Account" in TaxDome.

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Zapier seamlessly connects Ignition and TaxDome, automating your workflow.

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Frequently Asked Questions about Ignition + TaxDome integrations

New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Ignition and TaxDome

What is the process to integrate Ignition with TaxDome?

Integrating Ignition with TaxDome involves using a series of triggers and actions. First, you'll need to configure an event in Ignition that will serve as the trigger, such as a new client onboarding. Then, set up the corresponding action in TaxDome, like creating a new project or updating existing client data.

Can I set triggers from Ignition to automatically update data in TaxDome?

Yes, you can set up triggers in Ignition so that when specific events occur, they will automatically initiate an action in TaxDome, such as updating client information or adding notes to a client's project.

Do I need any special permissions to connect Ignition with TaxDome?

While connecting Ignition with TaxDome, it's crucial that you have administrative rights on both platforms. This ensures that you can access all necessary functionalities and set up desired triggers and actions without restrictions.

Are there pre-defined templates for actions I can take in TaxDome when triggered by Ignition?

Yes, we offer pre-defined templates for common actions like creating tasks, sending notifications or updating records in TaxDome upon being triggered by events in Ignition. This simplifies the process for standard repetitive workflows.

How do I troubleshoot if the integration between Ignition and TaxDome isn't working?

If your integration isn't functioning as expected, first check the trigger settings in Ignition and ensure they are correctly mapped to desired actions in TaxDome. Verify authorization credentials on both sides are valid and consult our support if the issue persists.

What kind of data can be transferred between Ignition and TaxDome using this integration?

You can transfer various types of data including client details, onboarding information, project updates, and more. The key is setting correct triggers on events happening within Ignition that map accurately to actions you want executed in TaxDome.

Can triggers set up for integration lead to real-time updates from Ignition to TaxDome?

Triggers established through our platform allow for near real-time updates between Ignition and TaxDome. As soon as an event occurs on Ignition based on your configured trigger criteria, it will prompt immediate execution of associated actions within TaxDome.

Practical ways you can use Ignition and TaxDome

Streamlining operations

Develop workflows that help automate key processes like vendor invoicing, employee onboarding, and customer feedback collection.

Business Owner

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Automating project tracking

Build workflows for automated task management, dependency tracking, and real-time project progress reporting to boost team efficiency.

Project Management

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Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

Proposal Accepted
Triggers when a proposal is accepted.
Trigger
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Proposal Completed
Triggers when a proposal is completed. Does not work with Classic proposals.
Trigger
Instant
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Proposal Moved to Awaiting Acceptance
Triggers when a draft proposal is moved to awaiting acceptance. Does not work with Classic proposals.
Trigger
Instant
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Proposal Saved as Draft
Triggers when a proposal is moved to draft state. Does not work with Classic proposals.
Trigger
Instant
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Service Accepted by Client
Triggers for each service in an accepted proposal. As an example, if a client accepts a proposal containing three services, this will trigger three times - once for each of the services.
Trigger
Instant
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- Client Name
  Required
- Deal Name
  Required
- Default Contact Name
  Required
Action
Write
Deleted Contact
Triggers when a contact is deleted.
Trigger
Instant
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New Contact
Triggers when a new contact is created.
Trigger
Instant
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Updated Contact
Triggers when a contact is updated.
Trigger
Instant
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- 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
  Required
- First Name
- Middle Name
- Last Name
- Email
- Phone Number
- Street Address
- City
- Province
- Zip
- Notes
- Company Name
- Country
- Tags
- Linked accounts
Action
Write
- Search
  Required
- Contact Name
- First Name
- Middle Name
- Last Name
- Phone Number
- Street Address
- City
- Province
- Zip
Action
Search
- Search
  Required
- 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

Proposal Archived
Triggers when a proposal is archived. Does not work with Classic proposals.
Trigger
Instant
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Proposal Marked as Lost
Triggers when a proposal is marked as lost. Does not work with Classic proposals.
Trigger
Instant
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Proposal Revoked
Triggers when a proposal is revoked. Does not work with Classic proposals.
Trigger
Instant
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Classic Proposal State Changed
Triggers when a proposal's state changes. Only works with Classic proposals
Trigger
Instant
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- Client Name
  Required
- Default Contact Name
  Required
- Default Contact Email
  Required
- Default Contact Salutation
- Default Contact Addressee
- Default Contact Phone
- Default Contact Mobile
- Tags
- Notes
- Partner Email
- Manager Email
- Company Address Line
- Company Address City
- Company Address Region
- Company Address Post Code
- Company Address Country
- Company Postal Address Line
- Company Postal Address City
- Company Postal Address Region
- Company Postal Address Post Code
- Company Postal Address Country
Action
Write
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
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Update Account
Triggers when an account is updated
Trigger
Instant
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Create Account
Creates an Account in TaxDome
Action
Write
- id
  Required
Action
Write
- Search
  Required
Action
Search
- Search
  Required
Action
Search or write

About Ignition

Ignition makes it simple to engage clients, get paid and run your business on autopilot. From impressive online proposals to automated engagement letters and payments, we free you up to focus on what matters most.

Learn moreLearn moreHelpHelp

Related categories

Proposal & Invoice Management

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About TaxDome

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

Learn moreLearn moreHelpHelp

Related categories

Accounting

Connect Ignition and TaxDome to unlock the power of automation

Set up your first integration

Create TaxDome contacts when new Ignition clients accept proposals

Add new TaxDome contacts and create corresponding clients in Ignition

Create new Ignition clients from new TaxDome accounts

Update contacts in TaxDome when new proposals are accepted in Ignition

Create TaxDome contacts when new Ignition clients accept proposals

Add new TaxDome contacts and create corresponding clients in Ignition

Create new Ignition clients from new TaxDome accounts

Update contacts in TaxDome when new proposals are accepted in Ignition

How Zapier works

Choose a trigger

Add your action

You’re connected!

Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023

Make work flow with AI

Frequently Asked Questions about Ignition + TaxDome integrations

Practical ways you can use Ignition and TaxDome

Streamlining operations

Automating project tracking

Supported triggers and actions

Connect Ignition to TaxDome on the world's largest no-code automation platform