Create new contact in TaxDome from Ignition proposal acceptance, and analyze data with AI

Create new contacts in TaxDome when proposals are accepted in Ignition. Capture accurate names, emails, and valid phone numbers to ensure efficient onboarding and maintain organized client records.

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Overview

Create new contacts in TaxDome when proposals are accepted in Ignition. Capture accurate names, emails, and valid phone numbers to ensure efficient onboarding and maintain organized client records.