Box + TaxDome
Create folders in Box for new TaxDome contacts
Effortlessly organize your client information with this TaxDome and Box integration. Whenever a new contact is added in TaxDome, this workflow will create a dedicated folder in your Box account, ensuring your client documents are tidy and easy to locate. Say goodbye to manual folder creation and improve your productivity with this seamless automation.
Effortlessly organize your client information with this TaxDome and Box integration. Whenever a new contact is added in TaxDome, this workflow will create a dedicated folder in your Box account, ensuring your client documents are tidy and easy to locate. Say goodbye to manual folder creation and improve your productivity with this seamless automation.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Create Folder
Triggers when you add a new folder.
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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
