Microsoft Excel + TaxDome
Save new TaxDome contacts to Microsoft Excel rows
With this integration, a row will be automatically created in an Excel spreadsheet as soon as you create a new contact in your TaxDome account. Trigger the automation to keep clients' info organized every time you create a new contact.
With this integration, a row will be automatically created in an Excel spreadsheet as soon as you create a new contact in your TaxDome account. Trigger the automation to keep clients' info organized every time you create a new contact.
- When this happens...New Contact
Triggers when a new contact 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
