ClickUp + TaxDome
Create lists in ClickUp for each new account in TaxDome
Manage your workflow more efficiently with this TaxDome to ClickUp automation. Whenever a new account is created in TaxDome, a task list is instantly created in ClickUp. This aids in organizing your tasks right at the onset, thereby helping you stay on top of your duties and enhancing your productivity.
Manage your workflow more efficiently with this TaxDome to ClickUp automation. Whenever a new account is created in TaxDome, a task list is instantly created in ClickUp. This aids in organizing your tasks right at the onset, thereby helping you stay on top of your duties and enhancing your productivity.
- When this happens...New Account
Triggers when a new account is created
- automatically do this!Create List
Triggers when new lists are created.
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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
