Microsoft Excel + TaxDome
Add new TaxDome accounts to Microsoft Excel rows instantly
When a new account is created in TaxDome, this workflow promptly adds a new row in your Microsoft Excel. It ensures you have all details, like names and transaction records, readily available in your spreadsheet for efficient recording, reporting, or analysis. This way, you can focus more on customer service and less on administrative tasks.
When a new account is created in TaxDome, this workflow promptly adds a new row in your Microsoft Excel. It ensures you have all details, like names and transaction records, readily available in your spreadsheet for efficient recording, reporting, or analysis. This way, you can focus more on customer service and less on administrative tasks.
- When this happens...New Account
Triggers when a new account is created
- automatically do this!Add Row
Adds a new row to the end of a worksheet.
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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
