Smartsheet + TaxDome

Update TaxDome contacts from new Smartsheet rows

Integrate two vital steps for your tax company's software with TaxDome+Smartsheet zap. You will never have to add the contact information of your clients twice. This Zapier integration allows you to automatically create a new contact in TaxDome as soon as a new row is added to a Smartsheet spreadsheet. It's handy when editing a lot of contacts at the same time.

When this happens...
New Row
Triggers when a new row is added.
TriggerScheduled
automatically do this!
Update Contact
Updates a Contact
ActionWrite

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Supported triggers and actions

What does this mean?

- Choose a SheetRequired
Trigger
Scheduled
Try It
- Choose a SheetRequired
Trigger
Scheduled
Try It
- Workspace NameRequired
Action
Write
- Choose a SheetRequired
- RowRequired
- TitleRequired
- CommentRequired
Action
Write
- Source FolderRequired
- Destination FolderRequired
- New Folder NameRequired
Action
Write

- WorkspaceRequired
- New NameRequired
- What to Include?
- Skip Remap
Action
Write
- DestinationRequired
- Sheet to CopyRequired
- Copy Cells?Required
- Copy Attachments?Required
- Copy Discussions?Required
- Sheet NameRequired
Action
Write

- Choose a SheetRequired
- Row IDRequired
Action
Write
- Choose a SheetRequired
- Email Address(es)Required
- FormatRequired
- Email Subject
- Message
- CC Me?
- Paper Size
Action
Write
- Choose a WorkspaceRequired
- Email Address(es) to Share ToRequired
- Access LevelRequired
- Notify via Email?Required
- Email Subject
- Message
- CC Me?
Action
Write
Find sheet Row
Find a row in a specified sheet using a query.
Action
Write
New Contact
Triggers when a new contact is created.
Trigger
Instant
Try It
- 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

- Choose a SheetRequired
Trigger
Scheduled
Try It
- Choose a SheetRequired
Trigger
Scheduled
Try It
- SheetRequired
- RowRequired
- File AttachmentRequired
Action
Write
- Choose a SheetRequired
- Add Row to Top or Bottom
Action
Write
- Choose Source SheetRequired
- Choose a Destination SheetRequired
- Choose RowRequired
Action
Write
- Choose Source SheetRequired
- Choose a Destination SheetRequired
- Choose RowRequired
Action
Write
- DestinationRequired
- TemplateRequired
- Copy Cells?Required
- Copy Attachments?Required
- Copy Discussions?Required
- Sheet NameRequired
Action
Write
- Choose a SheetRequired
- Email Address(es)Required
- Choose RowRequired
- Email Subject
- Message
- CC Me?
- Include Attachments ?
- Include Discussions ?
Action
Write
- Choose a SheetRequired
- Email Address(es) to Share ToRequired
- Access LevelRequired
- Notify via Email?Required
- Email Subject
- Message
- CC Me?
Action
Write
- Api Docs Info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
Deleted Contact
Triggers when a contact is deleted.
Trigger
Instant
Try It
Updated Contact
Triggers when a contact is updated.
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

About Smartsheet

Smartsheet is a leading cloud-based platform for work execution, enabling teams and organizations to plan, capture, manage, automate, and report on work at scale, resulting in more efficient processes and better business outcomes.

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About TaxDome

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Smartsheet + TaxDome

Update TaxDome contacts from new Smartsheet rows

Updated Row

New Comment

Choose a SheetRequired

Create Workspace

Workspace NameRequired

Add Discussion to Row

Choose a SheetRequired

RowRequired

TitleRequired

CommentRequired

Copy Folder

Source FolderRequired

Destination FolderRequired

New Folder NameRequired

Copy Workspace

WorkspaceRequired

New NameRequired

What to Include?

Skip Remap

New Sheet From Existing Sheet

DestinationRequired

Sheet to CopyRequired

Copy Cells?Required

Copy Attachments?Required

Copy Discussions?Required

Sheet NameRequired

New Row Update

Choose a SheetRequired

Row IDRequired

Send Sheet

Choose a SheetRequired

Email Address(es)Required

FormatRequired

Email Subject

Message

CC Me?

Paper Size

Share Workspace

Choose a WorkspaceRequired

Email Address(es) to Share ToRequired

Access LevelRequired

Notify via Email?Required

Email Subject

Message

CC Me?

Find sheet Row

New Contact

Create Contact

Contact NameRequired

First Name

Middle Name

Last Name

Email

Phone Number

Street Address

City

Province

Zip

Notes

Company Name

Country

Find Contact

Search

Contact Name

First Name

Middle Name

Last Name

Phone Number

Street Address

City

Province

Zip

New Attachment

Choose a SheetRequired

New Row