Intégration Zapier ( Basique ) : Connectez-vous, faites un Zap, déconnectez-vous
With Zapier integration, you can sync TaxDome contacts with your favorite apps, so your data stays updated without entering it twice. Make updates in one place, and all connected apps will be updated automatically. Here, we will tell you how to connect your TaxDome portal to Zapier.
Zapier, expliqué
Zapier allows two applications that don't have native integration to interact with each other. TaxDome supports Zapier, so the application you want to integrate with TaxDome through Zapier should also support it. To check compatibility, visit the Apps Zapier page and search for the application.
To make the integration work, you need to:
- Create Zapier account
- Connect it to your TaxDome account
- Faire un Zap
A Zap is a connection between two applications, say between TaxDome and Google Spreadsheets, TaxDome and Google Forms, etc. The main thing is to understand when you create a zap is the two-part logic: you set a trigger (a condition), and when it is met, certain actions are executed.
TaxDome can be both a trigger (condition) application and an application in which the event is performed (action).
Astuce ! Nous avons déjà créé des modèles Zapier d'intégrations populaires avec TaxDome Veuillez consulter la page d'intégration TaxDome sur Zapier.
Se connecter à Zapier
Only a firm owner or admin can connect the account with Zapier. To do so:
1. Accédez à Paramètres > Intégrations dans le menu de la barre latérale.
2. Accédez à l’onglet Zapier .
3. Cliquez sur Connecter .
4. Log in to your Zapier account, then accept the invite to use the TaxDome app on Zapier by clicking Accept invite and build a Zap.
You should make the first Zap to complete the TaxDome integration with Zapier.
Make Zaps
- when TaxDome acts as an application in which a condition (trigger) must be met
- when, because of a met condition in another application, an action is performed in TaxDome
You can find detailed examples in the respectful articles, but the general scheme for creating a Zap is as follows:
1. Start creating a Zap from the home page.
2. Configure the trigger which will be executed:
a) Select the application.
b) Select the available trigger event.
c) Connect your account to the application.
d) Configure the needed conditions.
e) Test the first part of the integration.
3. Configure the action which will be performed:
a) Select the application.
b) Select the available action event.
c) Connect your account to the application.
d) Configure the needed conditions.
e) Test the second part of the integration.
4. Publish a Zap and try integration by executing the condition configured as a trigger and see if it produces the desired action.
Se déconnecter de Zapier
If your Zapier account has changed or you don't want to use it anymore, disable the connection with your previous account.
Note! Une fois déconnecté, toutes vos connexions Zapier existantes qui utilisent le TaxDome l'application cessera de fonctionner.
1. Accédez à Paramètres > Intégrations dans le menu de la barre latérale.
2. Accédez à l’onglet Zapier .
3. Cliquez sur Révoquer .
