Square + TaxDome
Create new Square customers from newly added TaxDome contacts
This workflow promptly converts new contacts in TaxDome into customers in Square, optimizing your client management process. It saves time by eliminating manual data entry, thereby allowing you to focus on other essential tasks for your business. With each new contact in TaxDome, the workflow will ensure a new customer profile is created in Square for streamlined finance management.
This workflow promptly converts new contacts in TaxDome into customers in Square, optimizing your client management process. It saves time by eliminating manual data entry, thereby allowing you to focus on other essential tasks for your business. With each new contact in TaxDome, the workflow will ensure a new customer profile is created in Square for streamlined finance management.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Create Customer
Triggers when a new customer is created.
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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
New Appointment
Triggers when a new appointment is created.
Try It
