Google Drive + TaxDome
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.
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 Contact
Triggers when a contact is updated.
- automatically do this!Create Folder
Triggers when a new folder is added directly to a specific folder (but not its subfolders).
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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
