1.Catches incoming intake submission
Integrate Webhooks by Zapier and intake webhooks to receive the intake submission payload and expose submission fields to centralize intake data.
Create client and notify team from intake webhook
Automatically catch incoming intake submissions with Webhooks by Zapier across CRM tools. Create and update contacts and accounts in TaxDome, then send coordinator alerts from Microsoft Outlook when new intake arrives, so you can act on leads, avoid manual data entry, and update records without paperwork.
How this automation creates actionable client records
When intake submissions arrive and go unprocessed, leads stall and coordinators scramble to enter details. This automation catches intake payloads, creates contacts, finds or creates accounts, updates the account link, and notifies your coordinatorβso your team can respond immediately.
Webhooks by Zapieror swap with your favorite app
2.Creates contact from intake
Integrate TaxDome and contact fields mapping to create a contact record from intake name, email, phone, and notes.
TaxDomeor swap with your favorite app
3.Finds or creates account
Integrate TaxDome and account matching to find an existing account by business name or full name, or create a new one.
4.Updates account with lead info
Integrate TaxDome and CRM workflow updates to attach the contact to the account, apply a lead tag, and set the assigned owner.
5.Sends intake notification email
Integrate Microsoft Outlook and messaging templates to send a short coordinator email with mapped details and a brief intake summary.
Microsoft Outlookor swap with your favorite app
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Step 1
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Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
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Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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