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.
- automatically do this!Create Invite to ReviewCreate a new Invitation to Review
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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
Try ItTriggerInstant - New Account
Triggers when a new account is created
Try ItTriggerInstant - Update Account
Triggers when an account is updated
Try ItTriggerInstant - Create Account
Creates an Account in TaxDome
ActionWrite
- Deleted Contact
Triggers when a contact is deleted.
Try ItTriggerInstant - New Contact
Triggers when a new contact is created.
Try ItTriggerInstant - Updated Contact
Triggers when a contact is updated.
Try ItTriggerInstant - Contact NameRequired
- First Name
- Middle Name
- Last Name
- Email
- Phone Number
- Street Address
- City
- Province
- Zip
- Notes
- Company Name
- Country
- Tags
- Linked accounts
ActionWrite
SoTellUs is a video review platform which allows you to collect reviews from anywhere online.
Related categories
TaxDome is an all-in-one solution for tax and accounting professionals to manage their business.
Related categories



