Taxaroo and Salesflare
How to connect Taxaroo
- Via Zapier — 15 operations available. Set it up ↗
What you can automate
- When new Appointment Scheduled in Taxaroo, create meeting, then create call in Salesflare.
- When new Client Created in Taxaroo, find or create account, then find or create contact, then add contact to account in Salesflare.
- When new Payment in Taxaroo, create opportunity, then find or create contact in Salesflare.
- When new Review Received in Taxaroo, create internal note in Salesflare.
About Taxaroo
Taxaroo streamlines tax & CPA firm management with smart data collection, seamless client communication, and organizational tools.
Taxaroo operations on Zapier
Triggers (9)
Start a workflow when this happens
- New Appointment Scheduled — Triggers when a new appointment is scheduled.
- New Client Created — Triggers when a new client is created.
- New Document Requested — Triggers when a new document is requested.
- New Document Submitted — Triggers when a new document submitted.
- New Message Sent — Triggers when a new message is sent by a customer.
Show 4 more triggers
- New Payment — Triggers when a new payment is received.
- New Review Received — Triggers when a new review is received.
- New Signature — Triggers when a new e-signature is received.
- Update Client Info — Triggers when client updates own information.
Actions (5)
Things Salesflare can make it do
- Create Client — Creates a client in the system.
- Create Invoice — Creates an invoice for selected client.
- Schedule Appointment — Schedules an appointment with selected client.
- Send Message — Send message to the client on firm messages.
- Update Client Info — Updates client contact Information.
Searches (1)
Look up existing records
- Find Client — Finds a client on firm.
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