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Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Zapier makes it easy to integrate ServiceWorks with TaxDome - no code necessary. See how you can get setup in minutes.

Select a trigger from ServiceWorks

A trigger is an event that starts your Zap and runs the workflow. For example, with ServiceWorks, a trigger could be "Edit Customer."

A trigger is the event that kicks off your automated workflow.

Setup an action from TaxDome

An action is what takes place after the automation is triggered. For example, with TaxDome, the action could be "Create Account."

An action is the event that your automated workflow performs when triggered.

That’s it! You just connected ServiceWorks to TaxDome

With Zapier, it’s never been easier to connect your apps together and automate your most tedious work. Save hours every month.

Triggers and actions are the main components of every automated workflow.

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25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Make work flow with AI

Level up your ServiceWorks to TaxDome integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

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Connect ServiceWorks and TaxDome to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

An illustration representing how to automate lead management with Zapier.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

An illustration representing how to measure campaign impact with Zapier.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

An illustration representing how to automate customer support with Zapier.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

An illustration representing how to move and manage data with Zapier.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

An illustration of a flow chart representing how to resolve tickets and incidents with Zapier.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

Edit Customer
Triggers when a customer is edited.
Trigger
Polling
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New Customer
Triggers when a new customer is created.
Trigger
Polling
Try It
New Job
Triggers when a new job is created.
Trigger
Polling
Try It
- First Name
  Required
- Last Name
- Account Number
  Required
- Email
- Send Email To Customer
- Customer primary phone
  Required
- Send text to customer
- Customer secondary phone
- Send text to the customer's secondary phone number
- Company Name
- Note
- Add Financial Charges
- User Name
- Password
- Payment Term
- Enable credit limit
- Is Sub Customer
- Billable To
- Customer Address
  Required
- City
  Required
- State
  Required
- First Name
  Required
- Last Name
- Primary Phone
- Send text to customer
- Secondary Phone
- Send text to the customer's secondary phone number
- Email
- Send email to customer
- Note
- Latitude
- Longitude
- Zip
- Country Code
- Customer Billing Address
- City
- State
- First Name
- Last Name
- Primary Phone
- Send text to customer
- Secondary Phone
- Send text to the customer's secondary phone
- Email
- Send Email To Customer
- Note
- Latitude
- Longitude
- Zip
- Country Code
Action
Write
Deleted Contact
Triggers when a contact is deleted.
Trigger
Instant
Try It

New Contact
Triggers when a new contact is created.
Trigger
Instant
Try It
Updated Contact
Triggers when a contact is updated.
Trigger
Instant
Try It

- Contact Name
  Required
- First Name
- Middle Name
- Last Name
- Email
- Phone Number
- Street Address
- City
- Province
- Zip
- Notes
- Company Name
- Country
- Tags
- Linked accounts
Action
Write
- id
  Required
- Contact Name
  Required
- First Name
- Middle Name
- Last Name
- Email
- Phone Number
- Street Address
- City
- Province
- Zip
- Notes
- Company Name
- Country
- Tags
- Linked accounts
Action
Write
- Search
  Required
- Contact Name
- First Name
- Middle Name
- Last Name
- Phone Number
- Street Address
- City
- Province
- Zip
Action
Search
- Search
  Required
- Contact Name
- First Name
- Middle Name
- Last Name
- Phone Number
- Street Address
- City
- Province
- Zip
- Contact Name
  Required
- First Name
- Middle Name
- Last Name
- Email
- Phone Number
- Street Address
- City
- Province
- Zip
- Notes
- Company Name
- Country
- Tags
- Linked accounts
Action
Search or write

Job Completed
Triggers when a Job is completed.
Trigger
Polling
Try It
New Text Message Received
Triggers when a new text message is received from a customer
Trigger
Polling
Try It
Trip Completed
Triggers when a trip is completed.
Trigger
Polling
Try It
Delete Account
Triggers when an account is deleted
Trigger
Instant
Try It
New Account
Triggers when a new account is created
Trigger
Instant
Try It
Update Account
Triggers when an account is updated
Trigger
Instant
Try It
Create Account
Creates an Account in TaxDome
Action
Write
- id
  Required
Action
Write
- Search
  Required
Action
Search
- Search
  Required
Action
Search or write

About ServiceWorks

ServiceWorks is a Field Service Management Platform

Related categories

Proposal & Invoice Management

About TaxDome

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

Learn moreLearn more

Related categories

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