SoTellUs + TaxDome

SoTellUs + TaxDome integrations

Create invites to review in SoTellUs for new contacts in TaxDome

Boost your customer engagement process with this seamless workflow. When you add a new contact in TaxDome, it sets off an automated sequence to create an invitation for a review in SoTellUs. It's an efficient way to ensure constant communication with your clients, helping you to gather valuable feedback and improve your business based on client suggestions.

When this happens...
New ContactTriggers when a new contact is created.
TriggerInstant
automatically do this!
Create Invite to ReviewCreate a new Invitation to Review
ActionWrite

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More things you can do with TaxDome and SoTellUs

Discover other triggers and actions you can use with TaxDome and SoTellUs

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

Watch for New STU Leads
Triggers when a new lead is collected in your SoTellUs account.
Trigger
Polling
Try It
- First Name
- Last Name
- Mobile
- Country
- Email
- Type
- Is Test
- Reference ID
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
- First Name
- Middle Name
- Last Name
- Email
- Phone Number
- Street Address
- City
- Province
- Zip
- Notes
- Company Name
- Country
- Tags
- Linked accounts
Action
Write
- Search
- Contact Name
- First Name
- Middle Name
- Last Name
- Phone Number
- Street Address
- City
- Province
- Zip
Action
Search
- Search
- 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
New SoTellUs Review
Triggers when a new SoTellUs Review is collected
Trigger
Polling
Try It

About SoTellUs

SoTellUs is a video review platform which allows you to collect reviews from anywhere online.

Learn moreLearn moreHelpHelp

Related categories

Reviews

About TaxDome

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

Learn moreLearn moreHelpHelp

Related categories

Accounting