Microsoft Teams + TaxDome integrations
Send chat messages in Microsoft Teams for updated contacts in TaxDome
Stay in the know about your client updates in real time. With this workflow, whenever a contact is updated on TaxDome, a chat message is shot off in Microsoft Teams. This saves you from constant cross-checking and keeps your team instantly informed about any changes. A simple yet efficient way of handling client management.
- When this happens...Updated ContactTriggers when a contact is updated.
- automatically do this!Send Chat MessageSends a message to an existing chat.
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More things you can do with TaxDome and Microsoft Teams
Discover other triggers and actions you can use with TaxDome and Microsoft Teams
- Delete Account
Triggers when an account is deleted
Try ItTriggerInstant - New Account
Triggers when a new account is created
Try ItTriggerInstant - Update Account
Triggers when an account is updated
Try ItTriggerInstant - Create Account
Creates an Account in TaxDome
ActionWrite
- Deleted Contact
Triggers when a contact is deleted.
Try ItTriggerInstant - New Contact
Triggers when a new contact is created.
Try ItTriggerInstant - Updated Contact
Triggers when a contact is updated.
Try ItTriggerInstant - Contact NameRequired
- First Name
- Middle Name
- Last Name
- Email
- Phone Number
- Street Address
- City
- Province
- Zip
- Notes
- Company Name
- Country
- Tags
- Linked accounts
ActionWrite
Microsoft Teams is the hub for teamwork in Office 365 that integrates all the people, content, and tools your team needs to be more engaged and effective.
TaxDome is an all-in-one solution for tax and accounting professionals to manage their business.
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