TaxDome + Zoho Books
Create new Zoho Books customers from new TaxDome accounts
With this workflow, every time a new account is created in TaxDome, the details will seamlessly be used to create a customer in Zoho Books. It's an efficient automation that saves you from the time-consuming task of manual data entry and ensures data consistency across both platforms. Say goodbye to human error and stay organized effortlessly.
With this workflow, every time a new account is created in TaxDome, the details will seamlessly be used to create a customer in Zoho Books. It's an efficient automation that saves you from the time-consuming task of manual data entry and ensures data consistency across both platforms. Say goodbye to human error and stay organized effortlessly.
- When this happens...New Account
Triggers when a new account is created
- automatically do this!Create Customer
Creates a new customer.
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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