Create items in monday.com for new contacts in TaxDome
Simplify the process of updating your projects with this helpful workflow. When a new contact is added in TaxDome, an item is created in your monday.com board. No need to manually input data - this automation keeps your projects up-to-date with the latest client information, saving time and reducing potential errors in the process.
Simplify the process of updating your projects with this helpful workflow. When a new contact is added in TaxDome, an item is created in your monday.com board. No need to manually input data - this automation keeps your projects up-to-date with the latest client information, saving time and reducing potential errors in the process.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Create Item
Create a new Item in a board
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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