TaxDome + Truss

TaxDome + Truss integrations

Create new TaxDome contacts whenever there are new contacts in Truss

Stay organized and increase efficiency with this automation. Whenever a new contact is added in Truss, the same information is promptly transferred to TaxDome, ensuring both systems stay current and aligned. This process eliminates the need for manual data entry, avoiding potential errors and creating seamless business operations.

When this happens...
New ContactTriggers when a new contact is created.
TriggerInstant
automatically do this!
Create ContactCreates a Contact
ActionWrite

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More things you can do with Truss and TaxDome

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

New Task
Triggers when add new Task to a porject.
Trigger
Instant
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Contact Modified
Triggers when a contact info is changed.
Trigger
Instant
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New File Upload
Triggers when a new file is uploaded to the Webapp.
Trigger
Instant
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New Contact
Triggers when a new contact is created.
Trigger
Instant
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New Project Created
Triggers when a new project is created.
Trigger
Instant
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Project Ready
Trigger when client finish all tasks
Trigger
Instant
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Stripe Payment Complete
Triggers when a user finish the stripe payment
Trigger
Instant
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- Contact ID
  Required
- Entity ID
  Required
Action
Write
- Project ID
  Required
- Entity ID
  Required
Action
Write
Get All Firm User
Get all the user from firm
Action
Write
- Project ID
  Required
- Contact ID
  Required
Action
Write
- Entity Name
  Required
- Entity Type
  Required
- EIN
- Client ID Number
- State Corp ID
- Secretary of State ID
- IP Pin
Action
Write
- Contact ID
  Required
Action
Write
- String From
  Required
- Ending At
  Required
Action
Write
- Project ID
  Required
- Tag Name
  Required
Action
Write
- Project ID
  Required
Action
Search
- Project ID
  Required
Action
Search
Delete Account
Triggers when an account is deleted
Trigger
Instant
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New Account
Triggers when a new account is created
Trigger
Instant
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Update Account
Triggers when an account is updated
Trigger
Instant
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Create Account
Creates an Account in TaxDome
Action
Write
- id
  Required
Action
Write
- Search
  Required
Action
Search
- Search
  Required
Action
Search or write

New Contact Linked to Entity
Trigger when a new contact is linked to Entity
Trigger
Instant
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New Entity
Trigger when a new entity is created
Trigger
Instant
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New Comment
Triggers when a new comment is added to a task.
Trigger
Instant
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New Project Linked to Entity
Trigger when a new project is linked to entity
Trigger
Instant
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Project Modified
Triggers when a project is modified.
Trigger
Instant
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Project Status Change
Triggers when the project status change
Trigger
Instant
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Project Task Modified
Triggers when a project task is modified.
Trigger
Instant
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- Project ID
  Required
- Tag Name
  Required
Action
Write
Get All Projects in Firm
Get all projects in your firm
Action
Write
- Project ID
  Required
- Project Status ID
  Required
Action
Write
- First Name
  Required
- Last Name
  Required
- Client ID Number
- Email
  Required
- Phone Number
- Contact Street Address
- Contact City
- Contact State
- Contact Zip
- Tag
Action
Write
- Group Template ID
  Required
- Project ID
  Required
Action
Write
- Entity ID
  Required
Action
Write
- User ID
  Required
- Project Name
  Required
- Contact ID
Action
Write
- Project ID
  Required
- Project Name
- Metadata
Action
Write
- Project ID
  Required
- Task ID
  Required
Action
Search
- ID
  Required
Action
Search
Deleted Contact
Triggers when a contact is deleted.
Trigger
Instant
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New Contact
Triggers when a new contact is created.
Trigger
Instant
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Updated Contact
Triggers when a contact is updated.
Trigger
Instant
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- 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

About TaxDome

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

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Accounting

About Truss

Shockingly simple file collection via the Truss web application. Simple, Secure, Sorted.

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Related categories

Documents