Zapier:TaxDome actions

Table des matières

TaxDome actions, expliquées
Créez Zap avec TaxDome actes

Découvrez comment automatiser les opérations avec les contacts dans TaxDome en utilisant les actions Zapier. Utilisez les déclencheurs d'autres applications pour créer, mettre à jour ou rechercher des contacts dans TaxDome de manière transparente. Ici, nous allons montrer comment créer une intégration entre Google Forms et TaxDome par Zapier.

TaxDome actions, expliquées

In Zapier terminology, an action is an event that is performed when a trigger has occurred .

To make the magic work, you should select an application to execute some triggers. Then, an event will occur in TaxDome. This is like condition logic: if this (trigger) happened in app A, then that (action) will happen in TaxDome.

Les types d'actions suivants sont disponibles pour TaxDome dans Zapier :

Créer un compte/contact : cela créera un compte/contact lorsque le déclencheur sera exécuté.
Mettre à jour le compte/contact : cela mettra à jour un compte/contact lorsque le déclencheur est exécuté.
Find account/contact: This will find accounts/contacts that match the search terms. If the contact isn’t found, it can be created.

Comptes ajoutés via automatisation peut être créé indépendamment ou avec des contacts. Cependant, pour utiliser pleinement un compte, il est recommandé d'être lié à un contact pour simplifier la gestion et l'accès aux informations client.

Lors de la configuration TaxDome actions, vous pouvez utiliser les champs suivants dans les contacts : nom du contact, prénom, deuxième prénom, nom de famille, e-mail, numéro de téléphone, adresse postale, ville, province, code postal, pays, nom de l'entreprise et balises.

Note

The Tags field is available only for the Create contact et Update contact actions. You can specify only tags existing in your account TaxDome. If a contact already has a tag assigned and another one is specified through the Update contact trigger in Zapier, the existing one will be removed.

This article will explore which actions are available for TaxDome and how to make a Zap with the TaxDome actions. If you are interested in TaxDome triggers, visit the separate article .

The Zapier documentation explains actions and their setup in detail .

Note

Ensure your TaxDome account is connected with Zapier before creating a Zap .

Créez Zap avec TaxDome actes

We’ll show how to create a Zap using a TaxDome action. For example, filling out a form in Google Forms will automatically add a contact in TaxDome. You can choose a different app instead of Google Forms if needed; it’s just an example.

Étape 1. Créer un Zap

First, you need to create a zap and give it a name. Here’s how:

Click plus at the top left on the Zapier home page , then Create and select Zaps from the opened drop-down menu.

On the opened page, click Untitled Zap and Rename. Name your Zap short but clearly, e.g., Add new contact to TaxDome.

Étape 2. Configurer le déclencheur

The second step is to configure the trigger. Here’s how:

Click Select the event that starts your Zap. Type Google Forms in the search bar and click on it to select. You can select any other application from the list.
In the right sidebar, select a trigger event, e.g., New form response.
Connect your Google account. Learn more about the account’s connection in Zapier documentation .
Cliquez sur Continuer .

Select a pre-created form in your Google account, such as New client registration, with fields from which to add information when creating a contact in TaxDome ( step 3 ).

Cliquez sur Continuer .

7. Test the trigger with the sample records. The system will check if the forms from your Google account are available. Learn more about Zapier testing .

Étape 3. Configurer l'action

The third step is to configure the TaxDome action. Here’s how:

Click Select the event for your Zap to run.
Select TaxDome as an app that you want to create a connection with.
In the right sidebar, select an action event. For example, you have a Google form your potential clients fill out. You want a new contact with the specified information to be added to TaxDome when filling out this form. In this case, select the Create contact action.
Connect your TaxDome account. Learn more about the account’s connection in Zapier’s official documentation .
Cliquez sur Continuer .
In the Configure step of the sidebar, map the form’s fields to the available TaxDome fields for the new account creation .
Cliquez sur Continuer .
Test your integration. Learn more about Zapier testing .

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.