Connect Airtable and TaxAct to Build Intelligent Automations
Choose a Trigger
When this happens...
New Records Created or Updated
New Records Created
Choose an Action
Automatically do this!
- Request a new Action for TaxAct
Enable Integrations or automations with these events of Airtable and TaxAct
Enable Integrations or automations with these events of Airtable and TaxAct
Triggers
New Records Created or Updated
Trigger when new record is created or updated in your table.
New Records Created
Trigger when new record is created in your table.
Actions
List All records
list all records
Delete Record
Remove a specific record from the selected Airtable base and table.
Update Record
Update fields of a specific record in a chosen Airtable base and table.
List a record by Record ID
list a record by Record ID
Find or Create Record
Search a table for records by field value or formula; if none found and Create Record is enabled, add a new record with the provided fields.
Create Record
Add a new record to the selected Airtable base and table using the provided field values.
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- text is aiReplytoCommentSend a Private ReplyAdd Step
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- Send for Approval acceptCreate Entry of expensesAdd Step
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Step by step guides to integrate Airtable and TaxAct
Frequently Asked Questions
To start, connect both your Airtable and TaxAct accounts to viaSocket. Once connected, you can set up a workflow where an event in Airtable triggers actions in TaxAct (or vice versa).
Absolutely. You can customize how Airtable data is recorded in TaxAct. This includes choosing which data fields go into which fields of TaxAct, setting up custom formats, and filtering out unwanted information.
The data sync between Airtable and TaxAct typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Airtable and TaxAct. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
About Airtable
Airtable is a cloud-based platform for creating and sharing relational databases. The user-friendly interface allows anyone to spin up a database in minutes.
Learn MoreAbout TaxAct
TaxAct is a comprehensive tax preparation software designed to help individuals and businesses efficiently manage their tax filing processes. With user-friendly tools and resources, TaxAct simplifies the complexities of tax calculations, ensuring accurate and timely submissions. It offers a range of features including step-by-step guidance, deduction maximization, and secure e-filing options, making it an ideal choice for both personal and professional tax needs.
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