Google Sheets + TaxDome
Update Google Sheets rows when new contacts are added in TaxDome
Maintain accurate financial client records with our TaxDome to Google Sheets workflow. As soon as you add a new contact in TaxDome, this seamless automation updates a row in your Google Sheets with the respective information. The process ensures your client data remains up-to-date and accurate, enhancing your productivity and minimizing the need for manual tasks. Stay organized with client information and enhance efficiency in your financial management efforts.
Maintain accurate financial client records with our TaxDome to Google Sheets workflow. As soon as you add a new contact in TaxDome, this seamless automation updates a row in your Google Sheets with the respective information. The process ensures your client data remains up-to-date and accurate, enhancing your productivity and minimizing the need for manual tasks. Stay organized with client information and enhance efficiency in your financial management efforts.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Update Spreadsheet Row
Update a row in a specific spreadsheet with optional formatting.
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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
