Integrate TaxDome with Retently

Trigger NPS/CSAT surveys after tax filing or consultation services, sync customer profiles to keep contact information updated, and use feedback scores to enhance service offerings and client communication strategies.

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About TaxDome

TaxDome is a solution designed for tax and accounting professionals to manage their contacts and associated data.

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TaxDome to Retently

1

Deleted Contact

Triggers when a contact is deleted.
2

Updated Contact

Triggers when a contact is updated.
3

New Contact

Triggers when a new contact is created.
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Retently to TaxDome

1

Update Contact

Updates a Contact.
2

Find or Create Contact

Finds a Contact.
3

Create Contact

Creates a Contact.
4

Find Contact

Finds a Contact.

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