Connect Clappia and Thomson Reuters ONESOURCE to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Clappia
Choose an Action
Automatically do this!
- Request a new Action for Thomson Reuters ONESOURCE
Enable Integrations or automations with these events of Clappia and Thomson Reuters ONESOURCE
Enable Integrations or automations with these events of Clappia and Thomson Reuters ONESOURCE
Actions
Create Submission
Create a new submission (form entry) in the specified Clappia app under the provided user email.
Update Submission
Modify an existing Clappia submission’s form data for a selected app and requesting user.
Update Submission Status
Set or create a status for a selected Clappia submission and optionally add comments.
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Automate Expense Report Approvals via Slack & QuickBooks
- Send for Approval acceptCreate Entry of expensesAdd Step
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Frequently Asked Questions
To start, connect both your Clappia and Thomson Reuters ONESOURCE accounts to viaSocket. Once connected, you can set up a workflow where an event in Clappia triggers actions in Thomson Reuters ONESOURCE (or vice versa).
Absolutely. You can customize how Clappia data is recorded in Thomson Reuters ONESOURCE. This includes choosing which data fields go into which fields of Thomson Reuters ONESOURCE, setting up custom formats, and filtering out unwanted information.
The data sync between Clappia and Thomson Reuters ONESOURCE 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 Clappia and Thomson Reuters ONESOURCE. 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 Clappia
Clappia provides a cloud workplace where a suite of custom apps can be created within minutes by any business user.
Learn MoreAbout Thomson Reuters ONESOURCE
Thomson Reuters ONESOURCE is a comprehensive tax and accounting software solution designed to streamline and automate tax compliance and reporting processes for businesses. It offers a suite of tools to manage global tax compliance, transfer pricing, and tax provision, ensuring accuracy and efficiency in tax operations.
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