Zapier integration (Basic): Connect, make a Zap, disconnect
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, explained
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
- Make a 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).
Tip! We've already created Zapier templates of popular integrations with TaxDome. Please check the TaxDome Integration page on Zapier.
Connect to Zapier
Only a firm owner or admin can connect the account with Zapier. To do so:
1. Navigate to Settings > Integrations from the sidebar menu.
2. Go to the Zapier tab.
3. Click Connect.
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.
Disconnect from Zapier
If your Zapier account has changed or you don't want to use it anymore, disable the connection with your previous account.
Note! Once you have disconnected, all your existing Zapier connections that use the TaxDome app will stop working.
1. Navigate to Settings > Integrations from the sidebar menu.
2. Go to the Zapier tab.
3. Click Revoke.
