Connect Apex27 and TurboTax to Build Intelligent Automations
Choose a Trigger
When this happens...
New Contact
Update Contact
New Lead
Update Lead
New Listings
Updated Listings
Choose an Action
Automatically do this!
- Request a new Action for TurboTax
Enable Integrations or automations with these events of Apex27 and TurboTax
Enable Integrations or automations with these events of Apex27 and TurboTax
Triggers
New Contact
Triggers when a contact is created.
Update Contact
Triggers when a contact is updated.
New Lead
Triggers when a lead is created.
Update Lead
Triggers when a lead is updated.
New Listings
Triggers when a listings is created.
Updated Listings
Triggers when a listings is updated.
Actions
Create Contact
Creates a new contact
Find Contact
Finds a specific contact reference by the ID
Find Listing
Returns the listing specified by the ID.
Upload Image for Listing
Uploads an image to a listing
Upload Document for Listing
Uploads a document to a specified listing
Create Lead
Creates a lead
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Frequently Asked Questions
To start, connect both your Apex27 and TurboTax accounts to viaSocket. Once connected, you can set up a workflow where an event in Apex27 triggers actions in TurboTax (or vice versa).
Absolutely. You can customize how Apex27 data is recorded in TurboTax. This includes choosing which data fields go into which fields of TurboTax, setting up custom formats, and filtering out unwanted information.
The data sync between Apex27 and TurboTax 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 Apex27 and TurboTax. 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 Apex27
Apex27 is a comprehensive real estate platform designed to streamline property management, sales, and lettings. It offers a suite of tools for estate agents to manage listings, client interactions, and transactions efficiently.
Learn MoreAbout TurboTax
TurboTax is a leading tax preparation software that simplifies the process of filing taxes for individuals and businesses. It offers a user-friendly interface and step-by-step guidance to ensure accurate and efficient tax filing. With TurboTax, users can maximize their deductions and receive their maximum refund. The software is designed to cater to various tax situations, making it a versatile tool for tax preparation.
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