I continue to receive the error below when trying to set up a trigger from any app to TaxDome to set up or update an Account.
“Failed to create an account in TaxDome The app returned "403".”
I don’t receive this error for creating new contacts.
Basically, I’m trying to automate my leads pipeline from my calendar scheduler (freebusy.io) to Taxdome so that new contacts and ideally new accounts are set up. This way I can easily move them to the leads pipeline I am using to track prospects.
Zapier doesn’t integrate with freebusy.io (yet) but Zoho CRM does - so I’ve used Zoho CRM to pick up the leads from freebusy.io and then it sets up a contact in TaxDome. But the Account process - no luck. TaxDome doesn’t even allow the configure tab to let me map data to TaxDome for the Zap. So when the error happens it’s described in detail as not pushing the correct data to TaxDome - but Zapier doesn’t seem to give the option to provide the data to TaxDome.
I’m copying this note to TaxDome support too, maybe this way they can coordinate on “whose” problem it is instead of putting me in the middle to do their testing for them.