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How Zapier works
Zapier makes it easy to integrate Seamlss with TaxDome - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "Client Onboarded" from Seamlss.
Add your action
An action happens after the trigger—such as "Create Account" in TaxDome.
You’re connected!
Zapier seamlessly connects Seamlss and TaxDome, automating your workflow.
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.
- Client Onboarded
Triggers when client is onboarded. Returns contact details.
Try ItTriggerPolling - Lead Created
Triggers when lead is created. Returns contact details.
Try ItTriggerPolling - Client Request Completed
Triggers when a client request is completed. Returns contact details and request name.
Try ItTriggerPolling - First NameRequired
- Middle Name
- Last NameRequired
- Email AddressRequired
- Mobile Phone NumberRequired
- New Client
ActionWrite
- Client Verified
Triggers when client identity is verified. Returns contact details.
Try ItTriggerPolling - Lead Request Created
Triggers when a lead request is completed. Returns contact details and request name.
Try ItTriggerPolling - First NameRequired
- Middle Name
- Last NameRequired
- Email AddressRequired
- Mobile Phone NumberRequired
- New Client
ActionWrite- Link CodeRequired
- First NameRequired
- Last NameRequired
- Middle Name
- Email AddressRequired
- Phone NumberRequired
ActionWrite
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