Dropbox + TaxDome
Create folders in Dropbox for new TaxDome accounts
Easily manage your client documents with TaxDome and Dropbox. With this workflow, whenever a new account is added in TaxDome, a corresponding folder is swiftly created in Dropbox. This not only streamlines your client documentation process but also ensures an organized storage system in Dropbox. Enhance your productivity and focus more on client service by automating your file management.
Easily manage your client documents with TaxDome and Dropbox. With this workflow, whenever a new account is added in TaxDome, a corresponding folder is swiftly created in Dropbox. This not only streamlines your client documentation process but also ensures an organized storage system in Dropbox. Enhance your productivity and focus more on client service by automating your file management.
- When this happens...New Account
Triggers when a new account is created
- automatically do this!Create Folder
Triggers when a new folder is added. Make sure the number of files/folders in the watched folder does not exceed 6000.
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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
