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Question

Zappier fails to sync files to Google Drive from Taxdome when account is updated

  • December 29, 2025
  • 3 replies
  • 37 views
W

Hi everyone,

I am trying to build a Zap that automatically uploads documents to a Google Drive folder when an account is updated in TaxDome.

I found a Zapier template that claims to do exactly this: when a TaxDome account is updated, files are synced to Google Drive. However, when I tried using it, it does not work in my case.

The main issue is that the TaxDome “Update Account” trigger only sends account metadata (name, ID, status, etc.). It does not send any file-related fields such as file URL, file object, or attachment data. Because of this, in the Google Drive “Upload File” action, I do not have the required file URL or file input to map.

I checked all available fields from the TaxDome step, but there is no document or file output to use in Google Drive.

Has anyone successfully implemented this flow?

Is there another TaxDome trigger (for example, document-related) that should be used instead?

Is this template outdated or misleading?

Is there a workaround, such as calling a TaxDome API endpoint via Webhooks to fetch documents?


Any guidance or working approach would be really helpful. Thanks in advance.

3 replies

Troy Tessalone
Zapier Orchestrator & Solution Partner
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  • Troy TessaloneZapier Orchestrator & Solution Partner
  • Zapier Orchestrator & Solution Partner
  • December 29, 2025

Hi ​@waqas_kmjohnsoncpa 

TaxDome doesn’t have a public API.

 

Try reaching out to TaxDome Support for help with their Zap app integration and ask if they have any guidance about how to achieve your desired workflow.

 

Help links for using app APIs in Zaps: https://community.zapier.com/show-tell-5/resources-how-to-use-app-apis-in-zap-steps-29522

⚡ Troy Tessalone - AutomationAce.com | Platinum Zapier Solution Partner | #1 Zapier Community Contributor
Sparsh from Automation Jinn
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Hey ​@waqas_kmjohnsoncpa,

It’s a limitation on the Taxdome Zapier integration as it mostly take into account the CRM triggers/ actions. You may want to look into using Taxdome inbuilt automations but I don’t think it will also allow you to sync to Google Drive.

For any feature requests, please contact the Zapier support here- https://zapier.com/app/get-help and contacting Taxdome directly. Hope it helps!

https://zapier.com/partnerdirectory/automation-jinn | Zapier Silver Solution Partner| Automationjinn.com
SamB
Community Manager
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  • SamBCommunity Manager
  • Community Manager
  • January 21, 2026

Hi ​@waqas_kmjohnsoncpa 👋

Just had a look into this and saw our Support team added you to an existing feature request for a “New Document” trigger to be added. Which has been asked about before in the Community here:

There’s no updates on that feature request at the moment but we’ll be sure to drop you an email when/if it’s added. 

In the meantime, it looks like TaxDome is able to send email notifications when a client uploads a new document: https://help.taxdome.com/article/234-how-to-change-notification-preferences. If those email notifications contain a publicly-accessible link to download the file, then perhaps you could use an app like Email Parser for the Zap instead. That would allow the Zap to trigger when the email notification comes in and upload it to Google Drive.

Do you think that approach could work, or do the email notifications not contain the necessary file links? 

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