TaxDome + Textmagic

Add new TaxDome contacts to TextMagic SMS for creating contacts

Easily stay connected with your clients by creating a new contact in TextMagic SMS whenever a new contact is added to TaxDome. This seamless automation ensures your contact list is always up-to-date and you never miss out on important client communication. Save time and streamline your client management process with this efficient workflow.

When this happens...
New Contact
Triggers when a new contact is created.
TriggerInstant
automatically do this!
Create Contact
Creates a new contact (or optionally edits an existing one).
ActionWrite

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Supported triggers and actions

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
- idRequired
Action
Write

- SearchRequired
Action
Search
- SearchRequired
Action
Search or write

Chat Updated
Triggers when chat is updated.
Trigger
Instant
Try It
New Deal
Triggers when a new deal is created.
Trigger
Instant
Try It
New Missed Call
Triggers when you miss an incoming call to your TextMagic number.
Trigger
Instant
Try It
New Task
Triggers when a new task is created.
Trigger
Instant
Try It
New Unsubscriber
Triggers when someone unsubscribes from your communication.
Trigger
Instant
Try It
Ticket Updated
Triggers when ticket is updated.
Trigger
Instant
Try It
- ListRequired
- ContactRequired
Action
Write
- ContactRequired
- TagsRequired
Action
Write
- ContactRequired
- AssigneeRequired
Action
Write
- PipelineRequired
- StageRequired
- TitleRequired
- AmountRequired
- Description
- Assignee
- Probability
- Estimated Close Date
- Contact
Action
Write
- BoardRequired
- StageRequired
- TitleRequired
- PriorityRequired
- Description
- Due date
- Assignee
- Contact
Action
Write
- Deal pipelineRequired
- DealRequired
- AssigneeRequired
Action
Write
- Dedicated NumberRequired
- Forward Calls ToRequired
Action
Write
- EmailRequired
Action
Write
- Custom FieldRequired
- ContactRequired
- Custom Field Value
Action
Write
- Contact Search Query
- Exact Match
- Include Shared Contacts?
- Phone Number Format
- Country
- Empty result when query is empty
Action
Search
- Contact Search Query
- Exact Match
- Include Shared Contacts?
- Phone Number Format
- Country
- Empty result when query is empty
- PhoneRequired
- First Name
- Last Name
- Email
- Company Name
- Lists
- Edit Existing Contact When Found
Action
Search or 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 NameRequired
- First Name
- Middle Name
- Last Name
- Email
- Phone Number
- Street Address
- City
- Province
- Zip
- Notes
- Company Name
- Country
- Tags
- Linked accounts
Action
Write
- IdRequired
- 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 NameRequired
- 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 Chat
Triggers when a new chat is created.
Trigger
Instant
Try It
New Incoming Call
Triggers when someone calls your TextMagic number.
Trigger
Instant
Try It
New Incoming Message
Triggers when a new incoming message is received.
Trigger
Instant
Try It
New Ticket
Triggers when a new support ticket is created.
Trigger
Instant
Try It
Task Updated
Triggers when task is updated.
Trigger
Instant
Try It
- PhoneRequired
- First Name
- Last Name
- Email
- Company Name
- Lists
- Phone Number Format
- Country
- Edit Existing Contact When Found
Action
Write
- Name
- Shared
Action
Write
- ChatRequired
- AssigneeRequired
Action
Write
- Task boardRequired
- TaskRequired
- AssigneeRequired
Action
Write
- Sender IdRequired
- SubjectRequired
- MessageRequired
- Contacts
- Lists
- Emails
- From name
- Reply to email
Action
Write
- InboxRequired
- SubjectRequired
- PriorityRequired
- Requester
- Requester Email
- Assignee
- Tags
Action
Write
- ListRequired
- ContactRequired
Action
Write
- PhoneRequired
- Country
Action
Write
- TextRequired
- Phones
- Contacts
- Lists
- From
- Maximum SMS Parts Count
- Reference ID
- Phone Numbers Format
- Phone Numbers Country
- Schedule Message
- Timezone
Action
Write
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write
- List Name
- Include Shared Lists?
Action
Search
- List Name
- Include Shared Lists?
- Name
- Shared
Action
Search or write

About TaxDome

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

Learn more

Related categories

Accounting

About Textmagic

Textmagic is a business messaging service for sending SMS broadcasts, email campaigns, notifications, alerts, reminders, and confirmations.

Learn more

Related categories

Communication

TaxDome + Textmagic

Add new TaxDome contacts to TextMagic SMS for creating contacts

Delete Account

New Account

Update Account

Create Account

Update Account

Find Account

Find or Create Account

Chat Updated

New Deal

New Missed Call

New Task

New Unsubscriber

Ticket Updated

Add Contact to List

Add Tags to Contact

Assign Contact

Create Deal

Create Task

Assign Deal

Change Forwarding Number

Look Up Email

Set Custom Field Value

Find Contact

Find or Create Contact

Deleted Contact

New Contact

Updated Contact

Create Contact

Update Contact

Find Contact

Find or Create Contact

New Chat

New Incoming Call

New Incoming Message

New Ticket

Task Updated

Create Contact

Create List

Assign Chat

Assign Task

Send Email Campaign

Create Ticket

Remove Contact From List

Look Up Phone Number

Send SMS

API Request (Beta)

Find List

Find or Create List

About TaxDome

Related categories

About Textmagic

Related categories