Sync paying customers to your review tool

When a new customer is created in TaxDome, create or update the same customer in SoTellUs.

Try:

See all SoTellUs + TaxDome integrations or talk to a human

Trusted by teams already building on Knit·

4.9/5 on G2·

Google for Startups Accelerator

How Knit builds this workflow

The Agent researches both APIs and wires the trigger on one side to the action on the other — no pre-built connector required. Here is the vocabulary it has to work with.

SoTellUs Explore SoTellUs →

Triggers

New review

Fires when a customer leaves a new review in SoTellUs.

Review updated

Fires when a review is edited or answered in SoTellUs.

New survey response

Fires when a customer answers a feedback survey in SoTellUs.

Actions

Send a review request

Invites a customer to leave a review with SoTellUs.

Create or update a customer

Adds or updates a customer contact in SoTellUs.

Reply to a review

Posts a public reply to a review in SoTellUs.

TaxDome Explore TaxDome →

Triggers

New invoice created

Fires when a new invoice is created in TaxDome.

Payment received

Fires when a payment is recorded in TaxDome.

Invoice overdue

Fires when an invoice in TaxDome passes its due date unpaid.

Expense recorded

Fires when a new expense is recorded in TaxDome.

Actions

Create invoice

Creates a new invoice in TaxDome.

Record payment

Records a payment against an invoice in TaxDome.

Create expense

Creates a new expense entry in TaxDome.

Sync customer record

Syncs a customer's billing record in TaxDome.

Request reviews after payment When an invoice is marked paid in TaxDome, send the customer a review request from SoTellUs. See details

Flag negative reviews against open balances When a low-rated review arrives in SoTellUs, look up the customer in TaxDome so finance can check for billing disputes. See details

See all SoTellUs + TaxDome integrations → · Browse the full workflow library →

Enterprise-grade security

Visit our Security Center Review the DPA

FAQ

Common questions

Can Knit build “Sync paying customers to your review tool” between SoTellUs and TaxDome?

Yes — describe it in the box above and Knit's Integrations Agent researches SoTellUs and TaxDome's public API docs (or your own uploaded docs) and builds a working workflow, whether or not either app already has a pre-built connector.

How long does it take to build?

Minutes to a first working version, not weeks — you test it against real data before it goes anywhere near production.

Can I send a review request after an invoice is paid?

Yes. When a payment is recorded in TaxDome, SoTellUs can send that customer a review request automatically, so you only ask customers who completed a purchase.

Do customer records stay in sync?

New customers created in TaxDome can be created or updated in SoTellUs, so review requests go to the right name and email.