Dropbox + TaxDome
Organize new or updated firm contacts from TaxDome into Dropbox folders
You don't need to manually create folders for new contacts from now on. The DropBox-TaxDome zap does this automatically. The integration automates the process of creating a folder in Dropbox with the info of a new TaxDome firm contact, as soon as they're created.
You don't need to manually create folders for new contacts from now on. The DropBox-TaxDome zap does this automatically. The integration automates the process of creating a folder in Dropbox with the info of a new TaxDome firm contact, as soon as they're created.
- When this happens...New Contact
Triggers when a new contact 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
