Motion + TaxDome

Create projects in Motion for new accounts in TaxDome

Automate your workflow by connecting TaxDome and Motion seamlessly. Whenever a new account is registered in TaxDome, this automation promptly initiates a Project in Motion. This streamlines your process, helps efficiently manage projects, and saves time in your day-to-day business operations. Experience effortless project creation in Motion straight from new TaxDome accounts.

When this happens...
New Account
Triggers when a new account is created
TriggerInstant
automatically do this!
Create Project
Creates a new Motion Project
ActionWrite

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Supported triggers and actions

Delete Account
Triggers when an account is deleted
Trigger
Instant
Try It
New Account
Triggers when a new account is created
Trigger
Instant
Try It
Update Account
Triggers when an account is updated
Trigger
Instant
Try It
Create Account
Creates an Account in TaxDome
Action
Write
- idRequired
Action
Write

- SearchRequired
Action
Search
- SearchRequired
Action
Search or write

- Workspace IDRequired
- Project NameRequired
- Description
- Due Date
- Priority
Action
Write
- Workspace IDRequired
- Task Name
- Task Description
- Due Date
- Task Duration (minutes)
- Task Status
- Start Date
- Deadline Type
- Schedule
- Priority
Action
Write

Deleted Contact
Triggers when a contact is deleted.
Trigger
Instant
Try It
New Contact
Triggers when a new contact is created.
Trigger
Instant
Try It
Updated Contact
Triggers when a contact is updated.
Trigger
Instant
Try It
- Contact NameRequired
- First Name
- Middle Name
- Last Name
- Email
- Phone Number
- Street Address
- City
- Province
- Zip
- Notes
- Company Name
- Country
- Tags
- Linked accounts
Action
Write
- IdRequired
- Contact Name
- First Name
- Middle Name
- Last Name
- Email
- Phone Number
- Street Address
- City
- Province
- Zip
- Notes
- Company Name
- Country
- Tags
- Linked accounts
Action
Write
- Search
- Contact Name
- First Name
- Middle Name
- Last Name
- Phone Number
- Street Address
- City
- Province
- Zip
Action
Search
- Search
- Contact Name
- First Name
- Middle Name
- Last Name
- Phone Number
- Street Address
- City
- Province
- Zip
- Contact NameRequired
- First Name
- Middle Name
- Last Name
- Email
- Phone Number
- Street Address
- City
- Province
- Zip
- Notes
- Company Name
- Country
- Tags
- Linked accounts
Action
Search or write
- Workspace IDRequired
- Task NameRequired
- ScheduleRequired
- Due Date
- Duration (minutes)
- Description
- Priority
- Start Date
- Deadline Type
- Auto Scheduled
Action
Write
- WorkspaceRequired
- Include All Statuses
Action
Search

About Motion

Motion uses artificial intelligence to optimize your and your team’s day. It automatically prioritizes tasks, schedules meetings & resolves calendar conflicts.

Learn more

Related categories

Project Management

About TaxDome

TaxDome is an all-in-one solution for tax and accounting professionals to manage their business.

Learn more

Related categories

Accounting

Motion + TaxDome

Create projects in Motion for new accounts in TaxDome

Supported triggers and actions

Delete Account

New Account

Update Account

Create Account

Update Account

Find Account

Find or Create Account

Create Project

Update Task

Deleted Contact

New Contact

Updated Contact

Create Contact

Update Contact

Find Contact

Find or Create Contact

Create Task

Find Task

About Motion

Related categories

About TaxDome

Related categories