Microsoft Excel + TaxDome
Create spreadsheets in Microsoft Excel for new contacts in TaxDome
Stay organized and efficient with this workflow. When you add a new contact in TaxDome, a corresponding spreadsheet is instantly created in Microsoft Excel. This process saves time, minimizes the risk of data entry errors, and ensures you always have the latest contact details readily available in your Excel spreadsheets. Make client management an effortless task, letting you focus more on building relationships and less on manual updates.
Stay organized and efficient with this workflow. When you add a new contact in TaxDome, a corresponding spreadsheet is instantly created in Microsoft Excel. This process saves time, minimizes the risk of data entry errors, and ensures you always have the latest contact details readily available in your Excel spreadsheets. Make client management an effortless task, letting you focus more on building relationships and less on manual updates.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Create Workbook
Creates a new workbook
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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
