Microsoft Outlook + TaxDome
Send emails in Microsoft Outlook when new contacts are added in TaxDome
Stay on top of your communications with this efficient workflow. When a new contact is added in TaxDome, an email is sent from your Microsoft Outlook account. This automation keeps your contacts informed and engaged from the moment they come on board, enhancing client communication without extra work.
Stay on top of your communications with this efficient workflow. When a new contact is added in TaxDome, an email is sent from your Microsoft Outlook account. This automation keeps your contacts informed and engaged from the moment they come on board, enhancing client communication without extra work.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Send Email
Send an email from your Outlook account.
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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
New Contact
Triggers when a new contact is created.
Try ItContact NameRequired
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
Calendar
Time BeforeRequired
Time Before (Unit)Required
Try It
