Connect Clappia and TurboTax 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 TurboTax
Enable Integrations or automations with these events of Clappia and TurboTax
Enable Integrations or automations with these events of Clappia and TurboTax
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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- Send for Approval acceptCreate Entry of expensesAdd Step
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Frequently Asked Questions
To start, connect both your Clappia and TurboTax accounts to viaSocket. Once connected, you can set up a workflow where an event in Clappia triggers actions in TurboTax (or vice versa).
Absolutely. You can customize how Clappia 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 Clappia 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 Clappia 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 Clappia
Clappia provides a cloud workplace where a suite of custom apps can be created within minutes by any business user.
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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