Connect BigMailer and TurboTax to Build Intelligent Automations
Choose a Trigger
When this happens...
New Contact
New User
New Brand
New Brand Property
New Field
New List
Choose an Action
Automatically do this!
- Request a new Action for TurboTax
Enable Integrations or automations with these events of BigMailer and TurboTax
Enable Integrations or automations with these events of BigMailer and TurboTax
Triggers
New Contact
Trigger when new contact is created.
New User
Triggers when a new user is created.
New Brand
Triggers when a new brand is created.
New Brand Property
Triggers when a new brand property is created.
New Field
Triggers when a new field is created.
New List
Triggers when a new list is created.
Actions
Create List
Creates a new list.
Update List
Update the details of existing list.
Delete List
Delete a specific list from the selected brand.
Create Field
Creates a new field.
Update Field
Edit the details of the selected field.
Delete Field
Delete the selected field.
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Frequently Asked Questions
To start, connect both your BigMailer and TurboTax accounts to viaSocket. Once connected, you can set up a workflow where an event in BigMailer triggers actions in TurboTax (or vice versa).
Absolutely. You can customize how BigMailer 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 BigMailer 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 BigMailer 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 BigMailer
Bigmailer is a comprehensive email marketing platform designed to help businesses manage and automate their email campaigns efficiently. It offers features such as email list management, campaign automation, and detailed analytics to optimize email marketing efforts.
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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