TaxDome + Wealthbox CRM
Create new contacts in Wealthbox CRM for every new contact in TaxDome
When a new client is added inside TaxDome, this workflow will seamlessly create a new contact in Wealthbox CRM. This ensures that your client information is consistently up-to-date across your management platforms, saving you time on manual data entry. Use this automation set up to streamline your customer management process and keep track of all client interactions efficiently.
When a new client is added inside TaxDome, this workflow will seamlessly create a new contact in Wealthbox CRM. This ensures that your client information is consistently up-to-date across your management platforms, saving you time on manual data entry. Use this automation set up to streamline your customer management process and keep track of all client interactions efficiently.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Create Contact
Creates a new contact.
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Delete Account
Triggers when an account is deleted
Try ItNew Account
Triggers when a new account is created
Try ItUpdate Account
Triggers when an account is updated
Try ItCreate Account
Creates an Account in TaxDome
Deleted Contact
Triggers when a contact is deleted.
Try ItNew Contact
Triggers when a new contact is created.
Try ItUpdated Contact
Triggers when a contact is updated.
Try ItContact NameRequired
First Name
Middle Name
Last Name
Email
Phone Number
Street Address
City
Province
Zip
Notes
Company Name
Country
Tags
Linked accounts
