Create One Drive folders for new TaxDome contacts
This integration helps to keep clients' contacts updated and organized. The zap automatically creates clients' folders in OneDrive and transfers the clients' data from Taxdome, saving you a tedious step and letting you get on with more important work.
This integration helps to keep clients' contacts updated and organized. The zap automatically creates clients' folders in OneDrive and transfers the clients' data from Taxdome, saving you a tedious step and letting you get on with more important work.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Create Folder
Creates a new folder.
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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
Info 1
Folder
Include file object?
Try It