Google Sheets + TaxDome
Add new TaxDome contacts to Google Sheets rows immediately
When a new contact is added in TaxDome, this workflow ensures their details are instantly recorded into a Google Sheets document. Enjoy a well-organized and efficient way of keeping tabs on your client data without the need for manual entry. With this automation, you can conveniently track, manage, and access vital information right when you need it.
When a new contact is added in TaxDome, this workflow ensures their details are instantly recorded into a Google Sheets document. Enjoy a well-organized and efficient way of keeping tabs on your client data without the need for manual entry. With this automation, you can conveniently track, manage, and access vital information right when you need it.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Create Spreadsheet Row at Top
Creates a new spreadsheet row at the top of a spreadsheet (after the header row).
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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
