Create or update Airtable records with each new TaxDome account
Manage your TaxDome accounts and Airtable records seamlessly with this efficient workflow. Whenever a new account is created in TaxDome, it instantly updates or creates a corresponding record in Airtable. This automation helps keep your data consistently up-to-date across both platforms, thus eliminating the need for any manual data transfer and ensuring quick access to the latest account information.
Manage your TaxDome accounts and Airtable records seamlessly with this efficient workflow. Whenever a new account is created in TaxDome, it instantly updates or creates a corresponding record in Airtable. This automation helps keep your data consistently up-to-date across both platforms, thus eliminating the need for any manual data transfer and ensuring quick access to the latest account information.
- When this happens...New Account
Triggers when a new account is created
- automatically do this!Create or Update Record
Find and update an existing record, or create a new one.
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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