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Taxaroo Integrations

CRM (Customer Relationship Management)

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Integrate SMS by Zapier with TaxarooIntegrate SMS by Zapier with Taxaroo

SMS by Zapier

Phone & SMS, Zapier
Integrate SMS by Zapier with TaxarooIntegrate SMS by Zapier with Taxaroo

SMS by Zapier

Phone & SMS, Zapier
Integrate SMS by Zapier with TaxarooIntegrate SMS by Zapier with Taxaroo

SMS by Zapier

Phone & SMS, Zapier

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Quickly automate Taxaroo integrations with Zapier's templates

  • Organize new Taxaroo documents by creating corresponding rows in Google Sheets

    Details
    • Taxaroo logo
    • Google Sheets logo
    Taxaroo + Google Sheets
  • Log new document requests in Taxaroo to a Google Sheets row

    • Taxaroo logo
    • Google Sheets logo
    Taxaroo + Google Sheets
  • Create a Google Sheets row for each new client created in Taxaroo

    • Taxaroo logo
    • Google Sheets logo
    Taxaroo + Google Sheets
  • Create Google Sheets rows from new Taxaroo messages sent

    • Taxaroo logo
    • Google Sheets logo
    Taxaroo + Google Sheets
  • Log new Taxaroo reviews by creating rows in Google Sheets

    • Taxaroo logo
    • Google Sheets logo
    Taxaroo + Google Sheets
  • Add rows in Google Sheets for new appointments scheduled in Taxaroo

    • Taxaroo logo
    • Google Sheets logo
    Taxaroo + Google Sheets

Organize new Taxaroo documents by creating corresponding rows in Google Sheets

Try it
  • Taxaroo logo
  • Google Sheets logo
Taxaroo + Google Sheets

Log new document requests in Taxaroo to a Google Sheets row

  • Taxaroo logo
  • Google Sheets logo
Taxaroo + Google Sheets

Create a Google Sheets row for each new client created in Taxaroo

  • Taxaroo logo
  • Google Sheets logo
Taxaroo + Google Sheets

Create Google Sheets rows from new Taxaroo messages sent

  • Taxaroo logo
  • Google Sheets logo
Taxaroo + Google Sheets

Log new Taxaroo reviews by creating rows in Google Sheets

  • Taxaroo logo
  • Google Sheets logo
Taxaroo + Google Sheets

Add rows in Google Sheets for new appointments scheduled in Taxaroo

  • Taxaroo logo
  • Google Sheets logo
Taxaroo + Google Sheets

Supported triggers and actions

What does this mean?
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About Taxaroo

Taxaroo streamlines tax & CPA firm management with smart data collection, seamless client communication, and organizational tools.

Related categories

  • CRM (Customer Relationship Management)