Connect Microsoft Office 365 and TaxDome to unlock the power of automation
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Set up your first integration
Quickly connect Microsoft Office 365 to TaxDome with a Zapier template.
Our most popular template
How Zapier works
Zapier makes it easy to integrate Microsoft Office 365 with TaxDome - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "Calendar Event Start" from Microsoft Office 365.
Add your action
An action happens after the trigger—such as "Create Account" in TaxDome.
You’re connected!
Zapier seamlessly connects Microsoft Office 365 and TaxDome, automating your workflow.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- Calendar
- Time BeforeRequired
- Time Before (Unit)Required
Try ItTriggerPolling- Calendar
Try ItTriggerPolling- Shared Inbox
Try ItTriggerPolling- New Flagged Email
Triggers when a new email is flagged.
Try ItTriggerPolling
- Parent FolderRequired
- Child Folder
Try ItTriggerPolling- Contact Folder
Try ItTriggerPolling- Parent Folder
- Child Folder
- Search termsRequired
- Note
Try ItTriggerPolling- Parent Folder
- Child Folder
Try ItTriggerPolling
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Connect Microsoft Office 365 and TaxDome to integrate crucial parts of your business
With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.
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Resolve incidents faster with automation
Learn how to automate Microsoft Office 365 on the Zapier blog
Frequently Asked Questions about Microsoft Office 365 + TaxDome integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Microsoft Office 365 and TaxDome
How do I integrate Microsoft Office 365 with TaxDome?
To integrate Microsoft Office 365 with TaxDome, you must create a connection through an automation platform like ours. You will set up triggers and actions between the two apps to facilitate seamless data flow, such as synchronizing client information or automating email communication.
What triggers are available when integrating Microsoft Office 365 with TaxDome?
We provide a variety of triggers, including 'New Email,' 'New Contact,' and 'New Event' from Office 365. These triggers can initiate actions in TaxDome like updating client records or creating a new task based on an email received.
Can I automate email forwarding from Microsoft Outlook to TaxDome?
Yes, by using our platform to set up the 'New Email' trigger in Outlook, you can automate forwarding emails directly to TaxDome, ensuring relevant communications are logged in client profiles.
How can calendar events in Microsoft Outlook be synced with TaxDome?
You can sync calendar events by utilizing the 'New Event' trigger in Outlook. This allows us to automatically create corresponding tasks or reminders within TaxDome whenever new events are scheduled.
Is it possible to update contacts in TaxDome when an update is made in Office 365?
Absolutely, whenever a contact is updated in Office 365, a trigger can be set up so that it reflects the changes automatically within your corresponding contacts list in TaxDome.
What kind of actions can be triggered in Microsoft Office 365 from changes made in TaxDome?
Actions such as sending emails via Outlook or scheduling meetings can be triggered. For example, creating a task or updating a profile in TaxDome could automatically send an email notification using your configured templates.
Do I need technical skills to set up the integration between Microsoft Office 365 and TaxDome?
No technical skills are required. Our platform provides an intuitive interface where you can define triggers and actions easily between Microsoft Office 365 and TaxDome without coding knowledge.
