Manage new TaxDome contacts by creating or updating them in Levitate
Manage your contacts more efficiently between TaxDome and Levitate with this clever automation. Once set up, every time you add a new contact in TaxDome, this workflow will instantly update or create a corresponding contact in Levitate, ensuring your databases are always up-to-date and accurate. Keep your contact information consistent and accurate without the need for manual data entry.
Manage your contacts more efficiently between TaxDome and Levitate with this clever automation. Once set up, every time you add a new contact in TaxDome, this workflow will instantly update or create a corresponding contact in Levitate, ensuring your databases are always up-to-date and accurate. Keep your contact information consistent and accurate without the need for manual data entry.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Create or Update Levitate Contact
Creates or updates a Contact in Levitate
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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