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monday.com + TaxDome

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.

  1. When this happens...
    TaxDomeTaxDome
    New Contact

    Triggers when a new contact is created.

    TriggerInstant
  2. automatically do this!
    monday.commonday.com
    Create Item

    Create a new Item in a board

    ActionWrite
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Supported triggers and actions

What does this mean?
  • TaxDome triggers, actions, and search

    Deleted Contact

    Triggers when a contact is deleted.

    Trigger
    Instant
    Try It
    • IdRequired

    • Contact Name

    • First Name

    • Middle Name

    • Last Name

    • Email

    • Phone Number

    • Street Address

    • City

    • Province

    • Zip

    • Notes

    • Company Name

    • Country

    Action
    Write
    • 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

    Action
    Search or write
    • Contact NameRequired

    • First Name

    • Middle Name

    • Last Name

    • Email

    • Phone Number

    • Street Address

    • City

    • Province

    • Zip

    • Notes

    • Company Name

    • Country

    Action
    Write
    • Search

    • Contact Name

    • First Name

    • Middle Name

    • Last Name

    • Phone Number

    • Street Address

    • City

    • Province

    • Zip

    Action
    Search
    • Board IDRequired

    Trigger
    Instant
    Try It
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monday logo

About monday.com

monday.com helps you move projects forward fast, letting everyone know what's been done on a task—and what needs finished right now.
Learn moreHelp

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  • Project Management

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About TaxDome

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

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