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Google Drive + TaxDome integrations
Create folders in Google Drive for updated TaxDome contacts
Efficiently manage your client files with this TaxDome to Google Drive automation. Whenever a contact is updated in TaxDome, a new folder will be created in Google Drive to store their documents. Stay organized and save time, allowing you to focus on providing the best service to your clients.
- When this happens...Updated ContactTriggers when a contact is updated.
- automatically do this!Create FolderTriggers when a new folder is added directly to a specific folder (but not its subfolders).
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More things you can do with TaxDome and Google Drive
Discover other triggers and actions you can use with TaxDome and Google Drive
- Delete Account
Triggers when an account is deleted
Try ItTriggerInstant - New Account
Triggers when a new account is created
Try ItTriggerInstant - Update Account
Triggers when an account is updated
Try ItTriggerInstant - Create Account
Creates an Account in TaxDome
ActionWrite
- Deleted Contact
Triggers when a contact is deleted.
Try ItTriggerInstant - New Contact
Triggers when a new contact is created.
Try ItTriggerInstant - Updated Contact
Triggers when a contact is updated.
Try ItTriggerInstant - Contact NameRequired
- First Name
- Middle Name
- Last Name
- Email
- Phone Number
- Street Address
- City
- Province
- Zip
- Notes
- Company Name
- Country
- Tags
- Linked accounts
ActionWrite
Related categories
TaxDome is an all-in-one solution for tax and accounting professionals to manage their business.
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