Cone + TaxDome

Create new TaxDome accounts when clients are created in Cone

This workflow starts when a new client is added in the Cone app, which initiates an account set-up process in TaxDome. It's an efficient way to streamline your client onboarding process, eliminating manual data entry and saving considerable time. This curated automation helps keep your client data consistent across both platforms, ensuring precise tax management.

When this happens...
Client Created
Triggers when a Client is created.
TriggerInstant
automatically do this!
Create Account
Creates an Account in TaxDome
ActionWrite

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Supported triggers and actions

Client Converted to Customer
Triggers when a prospect is converted to customer.
Trigger
Instant
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Client Request Completed
Triggers when a client request is completed
Trigger
Instant
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Client Request Sent
Triggers when a client request is sent
Trigger
Instant
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Invoice Cancelled
Triggers when an invoice is cancelled.
Trigger
Instant
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Invoice Finalized
Triggers when invoice is finalized or created in final state.
Trigger
Instant
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Invoice Updated
Triggers when invoice is updated.
Trigger
Instant
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Project Created
Triggers when a project is created manually
Trigger
Instant
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Project Edited
Triggers when a project is edited
Trigger
Instant
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Project Overdue
Triggers when a project is overdue
Trigger
Instant
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Proposal Created
Triggers when proposal is saved for the first time.
Trigger
Instant
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Proposal Published
Triggers when a proposal is published
Trigger
Instant
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Task Completed
Triggers when an internal task is completed
Trigger
Instant
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Task Overdue
Triggers when an internal task is overdue
Trigger
Instant
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- Business NameRequired
- Contact First NameRequired
- Contact Middle Name
- Contact Last NameRequired
- Contact Phone
- Contact EmailRequired
- Is PrimaryRequired
Action
Write
- First NameRequired
- Middle Name
- Last NameRequired
- EmailRequired
- Phone
Action
Write
- First NameRequired
- Last NameRequired
- Middle Name
- Contact First NameRequired
- Contact Middle Name
- Contact Last NameRequired
- Contact Phone
- Contact EmailRequired
- Is PrimaryRequired
Action
Write
Deleted Contact
Triggers when a contact is deleted.
Trigger
Instant
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New Contact
Triggers when a new contact is created.
Trigger
Instant
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Updated Contact
Triggers when a contact is updated.
Trigger
Instant
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- Contact NameRequired
- First Name
- Middle Name
- Last Name
- Email
- Phone Number
- Street Address
- City
- Province
- Zip
- Notes
- Company Name
- Country
- Tags
- Linked accounts
Action
Write
- IdRequired
- Contact Name
- First Name
- Middle Name
- Last Name
- Email
- Phone Number
- Street Address
- City
- Province
- Zip
- Notes
- Company Name
- Country
- Tags
- Linked accounts
Action
Write
- Search
- Contact Name
- First Name
- Middle Name
- Last Name
- Phone Number
- Street Address
- City
- Province
- Zip
Action
Search
- Search
- Contact Name
- First Name
- Middle Name
- Last Name
- Phone Number
- Street Address
- City
- Province
- Zip
- Contact NameRequired
- First Name
- Middle Name
- Last Name
- Email
- Phone Number
- Street Address
- City
- Province
- Zip
- Notes
- Company Name
- Country
- Tags
- Linked accounts
Action
Search or write

Client Created
Triggers when a Client is created.
Trigger
Instant
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Client Request Created
Triggers when a client request is created
Trigger
Instant
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Client Updated
Triggers when a Client is updated.
Trigger
Instant
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Invoice Created
Triggers when invoice is created as draft.
Trigger
Instant
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Invoice Paid
Triggers when an invoice is paid.
Trigger
Instant
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Invoice Written Off
Triggers when an invoice is written off.
Trigger
Instant
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Project Created From Recurring Rule
Triggers when a project is created from recurring role
Trigger
Instant
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Project Ended
Triggers when a project is ended
Trigger
Instant
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Proposal Accepted
Triggers when a proposal is accepted (signed by all signatories).
Trigger
Instant
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Proposal Lost
Triggers when a proposal is marked as lost.
Trigger
Instant
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Proposal Revoked
Triggers when a proposal is revoked.
Trigger
Instant
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Task Created
Triggers when an internal task is created
Trigger
Instant
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- Business NameRequired
- Contact First NameRequired
- Contact Middle Name
- Contact Last nameRequired
- Contact Phone
- Contact EmailRequired
- Is PrimaryRequired
Action
Write
- TypeRequired
- First Name
- Middle Name
- Last Name
- Client TypeRequired
- Contact First NameRequired
- Contact Last NameRequired
- Contact Middle Name
- EmailRequired
- Phone
- Is PrimaryRequired
Action
Write
- First NameRequired
- Middle Name
- Last NameRequired
- Contact First NameRequired
- Contact Middle Name
- Contact last nameRequired
- Contact EmailRequired
- Contact Phone
- Is PrimaryRequired
Action
Write
Delete Account
Triggers when an account is deleted
Trigger
Instant
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New Account
Triggers when a new account is created
Trigger
Instant
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Update Account
Triggers when an account is updated
Trigger
Instant
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Create Account
Creates an Account in TaxDome
Action
Write
- idRequired
Action
Write
- SearchRequired
Action
Search
- SearchRequired
Action
Search or write

About Cone

Cone Unified Proposals and Practice Management Software

Related categories

Accounting

About TaxDome

TaxDome is an all-in-one solution for tax and accounting professionals to manage their business.

Learn more

Related categories

Accounting

Cone + TaxDome

Create new TaxDome accounts when clients are created in Cone

Client Converted to Customer

Client Request Completed

Client Request Sent

Invoice Cancelled

Invoice Finalized

Invoice Updated

Project Created

Project Edited

Project Overdue

Proposal Created

Proposal Published

Task Completed

Task Overdue

Create Business Prospect

Create Contact

Create Individual Prospect

Deleted Contact

New Contact

Updated Contact

Create Contact

Update Contact

Find Contact

Find or Create Contact

Client Created

Client Request Created

Client Updated

Invoice Created

Invoice Paid

Invoice Written Off

Project Created From Recurring Rule

Project Ended

Proposal Accepted

Proposal Lost

Proposal Revoked

Task Created

Create Business Customer

Create Client

Create Individual Customer

Delete Account

New Account

Update Account

Create Account

Update Account

Find Account

Find or Create Account

About Cone

Related categories

About TaxDome

Related categories