Calendly integration with TaxDome
How to Add clients to TaxDome from new Calendly events
Steps to automate
Use Nekton workflow automation service.Preparation
Create Nekton account. You can also use your existing Google account
to sign in.
Create automation
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Click on the "Create new workflow" button, and then add "Automated step".
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Set the step description to "Add clients to TaxDome from new Calendly events" and then click on "Automate".
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Provide the necessary parameters and click on the "Test it" button to check your automation. If you had issues with it, you can click on "Automate" again to try a different one.
Create a schedule (optional)
If you want to run this automation on a schedule, click on the gear button on the workflow editor
screen
to configure it. For example, you can run this flow every hour or every day.
Automate TaxDome integrations
TaxDome actions
Nekton can use any feature that is available in TaxDome API.
Using our advanced AI, you can easily create custom automations for TaxDome.
Here are some typical actions you can do in your automated workflows.
Update Contact
Updates a Contact
Find or Create Contact
Finds a Contact
Create Contact
Creates a Contact
Find Contact
Finds a Contact
Deleted Contact
Triggers when a contact is deleted.
Updated Contact
Triggers when a contact is updated.
About TaxDome
TaxDome is an all-in-one solution for tax and accounting professionals to manage their business.