Add new TaxDome accounts to Google Sheets rows for efficient tracking
Streamline your data management with this efficient workflow. When a new account is created in TaxDome, it will instantly add a row to your selected Google Sheets spreadsheet. It's a handy solution for keeping track of client information in real-time, eliminating the need to manually input data. Save your time, reduce errors, and keep your records up-to-date with this seamless connection between TaxDome and Google Sheets.
Streamline your data management with this efficient workflow. When a new account is created in TaxDome, it will instantly add a row to your selected Google Sheets spreadsheet. It's a handy solution for keeping track of client information in real-time, eliminating the need to manually input data. Save your time, reduce errors, and keep your records up-to-date with this seamless connection between TaxDome and Google Sheets.
- When this happens...New Account
Triggers when a new account is created
- automatically do this!Create Spreadsheet Row
Create a new row in a specific spreadsheet.
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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