Microsoft SharePoint + TaxDome
Create folders in Microsoft SharePoint for new accounts in TaxDome
Keep your business operations organized by setting up an automatic workflow between TaxDome and Microsoft SharePoint. Upon creating a new account in TaxDome, a corresponding folder is crafted in your Microsoft SharePoint, saving you the time and effort of manual entry. This seamless integration ensures your files and accounts are always up-to-date, giving you more time to focus on other important tasks.
Keep your business operations organized by setting up an automatic workflow between TaxDome and Microsoft SharePoint. Upon creating a new account in TaxDome, a corresponding folder is crafted in your Microsoft SharePoint, saving you the time and effort of manual entry. This seamless integration ensures your files and accounts are always up-to-date, giving you more time to focus on other important tasks.
- When this happens...New Account
Triggers when a new account is created
- automatically do this!Create Folder
List all folders on a site
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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