TaxDome and Salesflare
How to connect TaxDome
- Via Zapier — 14 operations available. Set it up ↗
What you can automate
- When new Account in TaxDome, find or create account in Salesflare.
- When new Contact in TaxDome, find or create contact in Salesflare.
- When updated Contact in TaxDome, find or create contact in Salesflare.
- When new Account in Salesflare, create Account in TaxDome.
About TaxDome
TaxDome is an all-in-one solution for tax and accounting professionals to manage their business.
TaxDome operations on Zapier
Triggers (6)
Start a workflow when this happens
- Delete Account — Triggers when an account is deleted
- Deleted Contact — Triggers when a contact is deleted.
- New Account — Triggers when a new account is created
- New Contact — Triggers when a new contact is created.
- Update Account — Triggers when an account is updated
Show 1 more triggers
- Updated Contact — Triggers when a contact is updated.
Actions (6)
Things Salesflare can make it do
- Create Account — Creates an Account in TaxDome
- Create Contact — Creates a Contact
- Find or Create Account — Finds an Account in TaxDome
- Find or Create Contact — Finds a Contact
- Update Account — Updates an Account in TaxDome
Show 1 more actions
- Update Contact — Updates a Contact
Searches (2)
Look up existing records
- Find Account — Finds an Account in TaxDome
- Find Contact — Finds a Contact
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