CPACharge + TaxDome
Create new CPACharge contacts from new TaxDome contacts
Streamline your workflow by swiftly transferring new contact information from TaxDome to CPACharge. Once a new contact is added in TaxDome, this workflow will create a corresponding new contact in CPACharge, saving you time and eliminating the need for manual data entry. This automation ensures all of your contact details are always up-to-date across both platforms.
Streamline your workflow by swiftly transferring new contact information from TaxDome to CPACharge. Once a new contact is added in TaxDome, this workflow will create a corresponding new contact in CPACharge, saving you time and eliminating the need for manual data entry. This automation ensures all of your contact details are always up-to-date across both platforms.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Create Contact
Creates a contact.
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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