Create an account and contact in Taxdome on a signed Anchor proposal
Create an account and contact in Taxdome on a signed Anchor proposal
Automatically add clients to Taxdome when they sign an engagement with you
Workflow preview:
Zap details:
Overview
This Zap will trigger when a proposal is signed and create a matching account and contact in Taxdome from the contact information in Anchor of the signer.