TaxDome + Zoom
Create Zoom meetings for new TaxDome contacts
This workflow enhances your efficiency by connecting TaxDome and Zoom. As you add a new contact in TaxDome, a corresponding meeting is set up in your Zoom account. This streamlines the process, reduces manual scheduling, and lets you focus more on client services. Benefit from a simplified workflow, reduced administrative tasks, and a system that ensures no important meetings are missed.
This workflow enhances your efficiency by connecting TaxDome and Zoom. As you add a new contact in TaxDome, a corresponding meeting is set up in your Zoom account. This streamlines the process, reduces manual scheduling, and lets you focus more on client services. Benefit from a simplified workflow, reduced administrative tasks, and a system that ensures no important meetings are missed.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Create Meeting
Creates a new Zoom Meeting. (Options not available here will default to user/account Zoom settings.)
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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
