ClickUp + TaxDome
Create tasks in ClickUp for new contacts in TaxDome
Streamline your workflow with this effective automation. Whenever a new contact is added in TaxDome, a task gets immediately created in ClickUp. This way, you won't need to manually monitor TaxDome for new contacts and can ensure that each new contact receives prompt attention in ClickUp. Thus, enhancing the efficiency of your contact management process without any extra effort!
Streamline your workflow with this effective automation. Whenever a new contact is added in TaxDome, a task gets immediately created in ClickUp. This way, you won't need to manually monitor TaxDome for new contacts and can ensure that each new contact receives prompt attention in ClickUp. Thus, enhancing the efficiency of your contact management process without any extra effort!
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Create Task
Creates a new task.
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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
