SoTellUs + TaxDome
Create invites to review in SoTellUs for new contacts in TaxDome
Boost your customer engagement process with this seamless workflow. When you add a new contact in TaxDome, it sets off an automated sequence to create an invitation for a review in SoTellUs. It's an efficient way to ensure constant communication with your clients, helping you to gather valuable feedback and improve your business based on client suggestions.
Boost your customer engagement process with this seamless workflow. When you add a new contact in TaxDome, it sets off an automated sequence to create an invitation for a review in SoTellUs. It's an efficient way to ensure constant communication with your clients, helping you to gather valuable feedback and improve your business based on client suggestions.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Create Invite to Review
Create a new Invitation to Review
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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