Ignition + TaxDome

Create TaxDome contacts when new Ignition clients accept proposals

With this integration, Ignition helps you automatically update your client base. Whenever a new clients accepts your contract or proposal, you will have their details automatically entered as as contact in TaxDome without having to lift a finger.

When this happens...
Proposal Accepted
Triggers when a proposal is accepted.
TriggerInstant
automatically do this!
Create Contact
Creates a Contact
ActionWrite

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Supported triggers and actions

What does this mean?

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
Try It
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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Deleted Contact
Triggers when a contact is deleted.
Trigger
Instant
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Updated Contact
Triggers when a contact is updated.
Trigger
Instant
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- IdRequired
- Contact Name
- First Name
- Middle Name
- Last Name
- Email
- Phone Number
- Street Address
- City
- Province
- Zip
- Notes
- Company Name
- Country
- Tags
Action
Write
- Search
- Contact Name
- First Name
- Middle Name
- Last Name
- Phone Number
- Street Address
- City
- Province
- Zip
- Contact NameRequired
- First Name
- Middle Name
- Last Name
- Email
- Phone Number
- Street Address
- City
- Province
- Zip
- Notes
- Company Name
- Country
- Tags
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
Try It
Proposal Revoked
Triggers when a proposal is revoked. Does not work with Classic proposals.
Trigger
Instant
Try It
Classic Proposal State Changed
Triggers when a proposal's state changes. Only works with Classic proposals
Trigger
Instant
Try It
- Client NameRequired
- Default Contact NameRequired
- Default Contact EmailRequired
- 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
New Contact
Triggers when a new contact is created.
Trigger
Instant
Try It
- Contact NameRequired
- First Name
- Middle Name
- Last Name
- Email
- Phone Number
- Street Address
- City
- Province
- Zip
- Notes
- Company Name
- Country
- Tags
Action
Write
- Search
- Contact Name
- First Name
- Middle Name
- Last Name
- Phone Number
- Street Address
- City
- Province
- Zip
Action
Search

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 Help

Related categories

Proposal & Invoice Management

Similar apps

About TaxDome

TaxDome is an all-in-one solution for tax and accounting professionals to manage their business.

Learn more Help

Related categories

Accounting

Related Zap Templates

Add new TaxDome contacts and create corresponding clients in Ignition

Related Zap Templates

Add new TaxDome contacts and create corresponding clients in Ignition

Ignition + TaxDome

Create TaxDome contacts when new Ignition clients accept proposals

Proposal Accepted

Proposal Completed

Proposal Moved to Awaiting Acceptance

Proposal Saved as Draft

Service Accepted by Client

Deleted Contact

Updated Contact

Update Contact

Contact Name

First Name

Middle Name

Last Name

Email

Phone Number

Street Address

City

Province

Zip

Notes

Company Name

Country

Tags

Find or Create Contact

Search

Contact Name

First Name

Middle Name

Last Name

Phone Number

Street Address

City

Province

Zip

First Name

Middle Name

Last Name

Email

Phone Number

Street Address

City

Province

Zip

Notes

Company Name

Country

Tags

Proposal Archived

Proposal Marked as Lost

Proposal Revoked

Classic Proposal State Changed

Create Client

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

New Contact

Create Contact

First Name

Middle Name

Last Name

Email

Phone Number

Street Address

City