1.Receives new account
Integrate TaxDome and onboarding intake tools to capture the new account payload and map raw custom fields to the workflow.
Create or update client records in spreadsheet tracker
Automatically monitor new account events across TaxDome and Google Sheets. Get instant alerts when account created or custom fields arrive or account intake startsβso you can parse fields, update or create rows, and keep a clean tracker without manual data entry.
How this automation updates your client records
When new account payloads land, stale or missing spreadsheet entries slow handoffs and cause duplicate records. This automation parses custom fields, finds the right row, and updates or creates the spreadsheet rowβso your team can trust one source of truth.
TaxDomeor swap with your favorite app
2.Parses custom fields
Integrate Code by Zapier and data cleaning tools to parse the custom fields array into a clean key value map.
Code by Zapieror swap with your favorite app
3.Filters qualifying accounts
Integrate Filter by Zapier and rules engines to continue only for accounts that match your intake criteria.
Filter by Zapieror swap with your favorite app
4.Looks up spreadsheet row
Integrate Google Sheets and spreadsheet matching tools to lookup the worksheet row number by account identifier.
Google Sheetsor swap with your favorite app
5.Updates or creates row
Integrate Google Sheets and spreadsheet writing tools to update the matching row or create a new one with mapped fields.
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Eliminate manual CRM updates with automated record capture, field mapping, and contact creation
Set up in minutes
Zapier connects your tools, triggers actions from real-time data, and streamlines workflows so your team can focus on what matters most.
Step 1
Connect your tools
Bring your apps together so information can move automatically between the tools your team already uses.
Step 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
Automate and measure
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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