Integrate Ignition with TaxDome to automate your work

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1. Choose a Trigger

An event that starts an automation

2. Choose an Action

The event an automation performs after it's triggered

Endless possibilities

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Zapier makes it easy to integrate Ignition with TaxDome - no code necessary. See how you can get setup in minutes.

Select a trigger from Ignition

A trigger is an event that starts your Zap and runs the workflow. For example, with Ignition, a trigger could be "Proposal Accepted."

A trigger is the event that kicks off your automated workflow.

Setup an action from TaxDome

An action is what takes place after the automation is triggered. For example, with TaxDome, the action could be "Create Account."

An action is the event that your automated workflow performs when triggered.

That’s it! You just connected Ignition to TaxDome

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Triggers and actions are the main components of every automated workflow.

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Set up your first integration

Quickly connect Ignition to TaxDome with a Zapier template.

Our most popular template

Create TaxDome contacts when new Ignition clients accept proposals
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Ignition + TaxDome
Add new TaxDome contacts and create corresponding clients in Ignition
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TaxDome + Ignition

Create TaxDome contacts when new Ignition clients accept proposals

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Ignition + TaxDome

Add new TaxDome contacts and create corresponding clients in Ignition

Details

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TaxDome + Ignition

Make work flow with AI

Level up your Ignition to TaxDome integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

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Frequently Asked Questions about Ignition + TaxDome integrations

New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Ignition and TaxDome

What is the process to integrate Ignition with TaxDome?

Integrating Ignition with TaxDome involves using a series of triggers and actions. First, you'll need to configure an event in Ignition that will serve as the trigger, such as a new client onboarding. Then, set up the corresponding action in TaxDome, like creating a new project or updating existing client data.

Can I set triggers from Ignition to automatically update data in TaxDome?

Yes, you can set up triggers in Ignition so that when specific events occur, they will automatically initiate an action in TaxDome, such as updating client information or adding notes to a client's project.

Do I need any special permissions to connect Ignition with TaxDome?

While connecting Ignition with TaxDome, it's crucial that you have administrative rights on both platforms. This ensures that you can access all necessary functionalities and set up desired triggers and actions without restrictions.

Are there pre-defined templates for actions I can take in TaxDome when triggered by Ignition?

Yes, we offer pre-defined templates for common actions like creating tasks, sending notifications or updating records in TaxDome upon being triggered by events in Ignition. This simplifies the process for standard repetitive workflows.

How do I troubleshoot if the integration between Ignition and TaxDome isn't working?

If your integration isn't functioning as expected, first check the trigger settings in Ignition and ensure they are correctly mapped to desired actions in TaxDome. Verify authorization credentials on both sides are valid and consult our support if the issue persists.

What kind of data can be transferred between Ignition and TaxDome using this integration?

You can transfer various types of data including client details, onboarding information, project updates, and more. The key is setting correct triggers on events happening within Ignition that map accurately to actions you want executed in TaxDome.

Can triggers set up for integration lead to real-time updates from Ignition to TaxDome?

Triggers established through our platform allow for near real-time updates between Ignition and TaxDome. As soon as an event occurs on Ignition based on your configured trigger criteria, it will prompt immediate execution of associated actions within TaxDome.

Connect Ignition and TaxDome to integrate crucial parts of your business

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Connect Ignition and TaxDome to unlock the power of automation

With Zapier's 7,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.

Choose a Trigger

Start here

Choose an Action

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

Proposal Accepted
Triggers when a proposal is accepted.
Trigger
Instant
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Proposal Completed
Triggers when a proposal is completed. Does not work with Classic proposals.
Trigger
Instant
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Proposal Moved to Awaiting Acceptance
Triggers when a draft proposal is moved to awaiting acceptance. Does not work with Classic proposals.
Trigger
Instant
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Proposal Saved as Draft
Triggers when a proposal is moved to draft state. Does not work with Classic proposals.
Trigger
Instant
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Service Accepted by Client
Triggers for each service in an accepted proposal. As an example, if a client accepts a proposal containing three services, this will trigger three times - once for each of the services.
Trigger
Instant
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Delete Account
Triggers when an account is deleted
Trigger
Instant
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New Account
Triggers when a new account is created
Trigger
Instant
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Update Account
Triggers when an account is updated
Trigger
Instant
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Create Account
Creates an Account in TaxDome
Action
Write
- id
  Required
Action
Write
- Search
  Required
Action
Search
- Search
  Required
Action
Search or write

Proposal Archived
Triggers when a proposal is archived. Does not work with Classic proposals.
Trigger
Instant
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Proposal Marked as Lost
Triggers when a proposal is marked as lost. Does not work with Classic proposals.
Trigger
Instant
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Proposal Revoked
Triggers when a proposal is revoked. Does not work with Classic proposals.
Trigger
Instant
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Classic Proposal State Changed
Triggers when a proposal's state changes. Only works with Classic proposals
Trigger
Instant
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- Client Name
  Required
- Default Contact Name
  Required
- Default Contact Email
  Required
- Default Contact Salutation
- Default Contact Addressee
- Default Contact Phone
- Default Contact Mobile
- Tags
- Notes
- Partner Email
- Manager Email
- Company Address Line
- Company Address City
- Company Address Region
- Company Address Post Code
- Company Address Country
- Company Postal Address Line
- Company Postal Address City
- Company Postal Address Region
- Company Postal Address Post Code
- Company Postal Address Country
Action
Write
Deleted Contact
Triggers when a contact is deleted.
Trigger
Instant
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New Contact
Triggers when a new contact is created.
Trigger
Instant
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Updated Contact
Triggers when a contact is updated.
Trigger
Instant
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- Contact Name
  Required
- First Name
- Middle Name
- Last Name
- Email
- Phone Number
- Street Address
- City
- Province
- Zip
- Notes
- Company Name
- Country
- Tags
- Linked accounts
Action
Write
- id
  Required
- Contact Name
  Required
- First Name
- Middle Name
- Last Name
- Email
- Phone Number
- Street Address
- City
- Province
- Zip
- Notes
- Company Name
- Country
- Tags
- Linked accounts
Action
Write
- Search
  Required
- Contact Name
- First Name
- Middle Name
- Last Name
- Phone Number
- Street Address
- City
- Province
- Zip
Action
Search
- Search
  Required
- Contact Name
- First Name
- Middle Name
- Last Name
- Phone Number
- Street Address
- City
- Province
- Zip
- Contact Name
  Required
- First Name
- Middle Name
- Last Name
- Email
- Phone Number
- Street Address
- City
- Province
- Zip
- Notes
- Company Name
- Country
- Tags
- Linked accounts
Action
Search or write

Learn how to automate Ignition on the Zapier blog

Learn how to automate TaxDome on the Zapier blog

About Ignition

Ignition makes it simple to engage clients, get paid and run your business on autopilot. From impressive online proposals to automated engagement letters and payments, we free you up to focus on what matters most.

Learn more

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