Financial Cents + TaxDome
Create new contacts in TaxDome for new clients in Financial Cents
Streamline your client onboarding process with this convenient automation. When you add a new client in Financial Cents, this workflow instantly creates a corresponding contact in TaxDome. Save time on data entry and ensure consistency across platforms without lifting a finger. It's an efficient solution for financial professionals who value accuracy and productivity.
Streamline your client onboarding process with this convenient automation. When you add a new client in Financial Cents, this workflow instantly creates a corresponding contact in TaxDome. Save time on data entry and ensure consistency across platforms without lifting a finger. It's an efficient solution for financial professionals who value accuracy and productivity.
- When this happens...New Client
Triggers when a new client is created.
- automatically do this!Create Contact
Creates a Contact
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New Client
Triggers when a new client is created.
Try ItDisplay NameRequired
Contact Name
Contact Email
Contact Phone
Contact Mobile
Contact Address
TemplateRequired
Client
Zapier Date
NameRequired
New Contact
Triggers when a new contact is created.
Try ItClient IDRequired
Contact NameRequired
Contact Email
Contact Phone
Contact Mobile
Contact Address
Notes
Contact IDRequired
Contact NameRequired
Contact Email
Contact Phone
Contact Mobile
Contact Address
Notes
NameRequired