Levitate + TaxDome

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.

  1. When this happens...
    TaxDomeTaxDome
    New Contact

    Triggers when a new contact is created.

    TriggerInstant
  2. automatically do this!
    LevitateLevitate
    Create or Update Levitate Contact

    Creates or updates a Contact in Levitate

    ActionWrite
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Supported triggers and actions

    • Contact NameRequired

    • First Name

    • Middle Name

    • Last Name

    • Email

    • Phone Number

    • Street Address

    • City

    • Province

    • Zip

    • Notes

    • Company Name

    • Country

    • Tags

    • Linked accounts

    Action
    Write
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levitate logo

About Levitate

Our Happiness Platform combines authentic communication tools, dedicated success specialists and AI to help you build lasting relationships.
Learn more

Related categories

  • CRM (Customer Relationship Management)
taxdome logo
taxdome logo

About TaxDome

TaxDome is an all-in-one solution for tax and accounting professionals to manage their business.
Learn more

Related categories

  • Accounting