monday.com + TaxDome
Create items in monday.com for new contacts in TaxDome
Simplify the process of updating your projects with this helpful workflow. When a new contact is added in TaxDome, an item is created in your monday.com board. No need to manually input data - this automation keeps your projects up-to-date with the latest client information, saving time and reducing potential errors in the process.
Simplify the process of updating your projects with this helpful workflow. When a new contact is added in TaxDome, an item is created in your monday.com board. No need to manually input data - this automation keeps your projects up-to-date with the latest client information, saving time and reducing potential errors in the process.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Create Item
Create a new Item in a board
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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
