TaxDome + Truss

Create new TaxDome contacts whenever there are new contacts in Truss

Stay organized and increase efficiency with this automation. Whenever a new contact is added in Truss, the same information is promptly transferred to TaxDome, ensuring both systems stay current and aligned. This process eliminates the need for manual data entry, avoiding potential errors and creating seamless business operations.

When this happens...
New Contact
Triggers when a new contact is created.
TriggerInstant
automatically do this!
Create Contact
Creates a Contact
ActionWrite

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Supported triggers and actions

New Task
Triggers when add new Task to a porject.
Trigger
Instant
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Contact Modified
Triggers when a contact info is changed.
Trigger
Instant
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New File Upload
Triggers when a new file is uploaded to the Webapp.
Trigger
Instant
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New Contact
Triggers when a new contact is created.
Trigger
Instant
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New Project Created
Triggers when a new project is created.
Trigger
Instant
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Project Ready
Trigger when client finish all tasks
Trigger
Instant
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Project Task Modified
Triggers when a project task is modified.
Trigger
Instant
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- Project IDRequired
- Entity IDRequired
Action
Write
Get All Firm User
Get all the user from firm
Action
Write
- Project IDRequired
- Contact IDRequired
Action
Write
- Entity NameRequired
- Entity TypeRequired
- EIN
- Client ID Number
- State Corp ID
- Secretary of State ID
- IP Pin
Action
Write
- Contact IDRequired
Action
Write
- User IDRequired
- Project NameRequired
- Contact ID
Action
Write
- Project IDRequired
Action
Search
- Project IDRequired
Action
Search
Delete Account
Triggers when an account is deleted
Trigger
Instant
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New Account
Triggers when a new account is created
Trigger
Instant
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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

New Contact Linked to Entity
Trigger when a new contact is linked to Entity
Trigger
Instant
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New Entity
Trigger when a new entity is created
Trigger
Instant
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New Comment
Triggers when a new comment is added to a task.
Trigger
Instant
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New Project Linked to Entity
Trigger when a new project is linked to entity
Trigger
Instant
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Project Modified
Triggers when a project is modified.
Trigger
Instant
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Project Status Change
Triggers when the project status change
Trigger
Instant
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- Contact IDRequired
- Entity IDRequired
Action
Write
Get All Projects in Firm
Get all projects in your firm
Action
Write
- Project IDRequired
- Project Status IDRequired
Action
Write
- First NameRequired
- Last NameRequired
- Client ID Number
- EmailRequired
- Phone Number
- Contact Street Address
- Contact City
- Contact State
- Contact Zip
- Tag
Action
Write
- Group Template IDRequired
- Project IDRequired
Action
Write
- Entity IDRequired
Action
Write
- Project IDRequired
- Project Name
- Metadata
Action
Write
- Project IDRequired
- Task IDRequired
Action
Search
- IDRequired
Action
Search
Deleted Contact
Triggers when a contact is deleted.
Trigger
Instant
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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

About TaxDome

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

Learn more

Related categories

Accounting

About Truss

Shockingly simple file collection via the Truss web application. Simple, Secure, Sorted.

Related categories

Documents

TaxDome + Truss

Create new TaxDome contacts whenever there are new contacts in Truss

New Task

Contact Modified

New File Upload

New Contact

New Project Created

Project Ready

Project Task Modified

Add Project to Entity

Get All Firm User

Create Assignee by Contact ID

Create Entity

Get Contact by ID

Create New Project by User Id

Get All Tasks in Project

Get Project by ID

Delete Account

New Account

Update Account

Create Account

Update Account

Find Account

Find or Create Account

New Contact Linked to Entity

New Entity

New Comment

New Project Linked to Entity

Project Modified

Project Status Change

Add Contact to Entity

Get All Projects in Firm

Change Project Status

Create Contact

Create Tasks From Group Template

Get Entity by ID

Update Project Name or Metadata

Get One Task From Project

Get User by ID

Deleted Contact

New Contact

Updated Contact

Create Contact

Update Contact

Find Contact

Find or Create Contact

About TaxDome

Related categories

About Truss

Related categories