Intégration Zapier ( Basique ): Déclencheurs
Discover how to automate workflows with TaxDome triggers in Zapier. Link TaxDome to other apps to streamline tasks, such as effortlessly syncing contacts to Google Sheets.
TaxDome triggers, explained
In Zapier terminology, a trigger is an event that starts the workflow (or a Zap) that connects two applications.
To make the magic work, you should select TaxDome as the application for executing some triggers. Then, an event will occur in the second application you selected. This is like condition logic: if this (trigger) happened in TaxDome, then that (action) will happen in app B.
Three types of triggers are available for TaxDome in Zapier:
- Deleted contact: This triggers an action when a contact is deleted from TaxDome.
- New contact: This triggers an action when a new contact is created on TaxDome.
- Updated contact: This triggers an action when a contact is updated on TaxDome.
This article will explore how to make a Zap with the TaxDome trigger. If you are interested in TaxDome actions, visit the separate article.
The Zapier documentation explains triggers and their setup in detail.
Remarque ! Assurez-vous que votre TaxDome le compte est connecté à Zapier avant de créer un Zap .
Make Zap with TaxDome trigger
We’ll show how to create a Zap using a TaxDome trigger. For example, adding a contact in TaxDome will automatically add their details to a Google Sheet. You can choose a different app instead of Google Sheets if needed; it's just an example.
Étape 1. Créer un Zap
Tout d'abord, vous devez créer un zap et lui donner un nom. Voici comment procéder :
1. Cliquez sur plus en haut à gauche de la page d'accueil de Zapier , puis sur Créer et sélectionnez Zaps dans le menu déroulant ouvert.
2. On the opened page, click Untitled Zap and Rename. Name your Zap short but clearly, e.g., Add new contact to Google Spreadsheet.
Étape 2. Configurer le déclencheur
The second step is to configure the TaxDome trigger. Here's how:
1. Click Select the event that starts your Zap. Type TaxDome in the search bar and click on it to select. You can select any other application from the list.
2. In the right sidebar, select an event that will be used as a trigger. For example, you have a Google spreadsheet with all your contacts. You want it to update automatically whenever you add a new contact to TaxDome. In this case, you should select the New contact trigger.
3. Connect your TaxDome account. Learn more about the account's connection in Zapier documentation.
4. Click Continue.
5. Test the trigger with the sample records. The system will check if the contacts from your TaxDome account are available. Learn more about Zapier testing.
Étape 3. Configurer l'action
The third step is to configure the action in the other application. Here's how:
1. Cliquez sur Sélectionner l'événement que votre Zap doit exécuter .
2. Select the app that you want to create a connection with. Select the app in the list (e.g., Google Sheets) or type its name in the search bar and click on it to select.
3. In the right sidebar, select an event (e.g., Create spreadsheet row).
4. Connect your Google account (or account of the app you selected). Learn more about the account's connection in Zapier documentation.
5. Cliquez sur Continuer .
6. Select the drive, spreadsheet and worksheet you would like to be automatically updated.
7. For the spreadsheet, prepare the columns' titles (they should match the fields from adding a contact in TaxDome), then map them with the fields used in TaxDome by clicking plus at the far right and selecting the appropriate fields (e.g., the Company Name column of the spreadsheet the Company Name field from TaxDome should correspond).
8. Click Continue.
9. Test your integration. Learn more about Zapier testing. Values from step #7 will appear in the spreadsheet.
Étape 4. Publier Zap
To make your newly created Zap work, you need to publish it. Click Publish and wait for the popup that tells you that the integration was successful.
L'état de l'intégration (activé ou désactivé) sera affiché sur la page Mes Zaps .
Désormais, tous les contacts que vous ajoutez à TaxDome sera également ajouté à votre feuille de calcul Google.
