Connect cinc and taxaroo to Build Intelligent Automations

Choose a Trigger

cinc

When this happens...

Choose an Action

taxaroo

Automatically do this!

We'll help you get started

Our team is all set to help you!

Customer support expert avatarTechnical support expert avatarAutomation specialist expert avatarIntegration expert avatar

Frequently Asked Questions

How do I start an integration between cinc and taxaroo?

To start, connect both your cinc and taxaroo accounts to viaSocket. Once connected, you can set up a workflow where an event in cinc triggers actions in taxaroo (or vice versa).

Can we customize how data from cinc is recorded in taxaroo?

Absolutely. You can customize how cinc data is recorded in taxaroo. This includes choosing which data fields go into which fields of taxaroo, setting up custom formats, and filtering out unwanted information.

How often does the data sync between cinc and taxaroo?

The data sync between cinc and taxaroo typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from cinc to taxaroo?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between cinc and taxaroo?

Yes, you can set conditional logic to control the flow of data between cinc and taxaroo. 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.

cinc

About cinc

CINC is a CRM for top-producing real estate brokers and agents, providing an integrated buyer lead generation and management solution.

Learn More
taxaroo

About taxaroo

Taxaroo streamlines tax & CPA firm management with smart data collection, seamless client communication, and organizational tools.

Learn More