Connect Common Room and TaxAct to Build Intelligent Automations

Choose a Trigger

Common Room

When this happens...

Choose an Action

TaxAct

Automatically do this!

Enable Integrations or automations with these events of Common Room and TaxAct

Enable Integrations or automations with these events of Common Room and TaxAct

Actions

Add Activity From Third Party Source

Add Activity From Third Party Source

Adds an activity to a contact in your room.

Add Contact From Third Party Source

Add Contact From Third Party Source

Adds a contact to your room.

List Contact Custom Fields

List Contact Custom Fields

Get all the contact custom fields from Common Room

List Activity Types

List Activity Types

Get allActivity Types from Common Room

List Segments

List Segments

Get all segments from Common Room

List Tags

List Tags

Get all tags from Common Room.

Request a new Action for Common Room

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Frequently Asked Questions

How do I start an integration between Common Room and TaxAct?

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

Can we customize how data from Common Room is recorded in TaxAct?

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

How often does the data sync between Common Room and TaxAct?

The data sync between Common Room and TaxAct 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 Common Room to TaxAct?

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 Common Room and TaxAct?

Yes, you can set conditional logic to control the flow of data between Common Room and TaxAct. 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.

Common Room

About Common Room

Common Room is a community intelligence platform designed to help organizations understand, engage, and grow their communities. By aggregating data from various community platforms, it provides insights and analytics to enhance community engagement and drive business outcomes.

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TaxAct

About TaxAct

TaxAct is a comprehensive tax preparation software designed to help individuals and businesses efficiently manage their tax filing processes. With user-friendly tools and resources, TaxAct simplifies the complexities of tax calculations, ensuring accurate and timely submissions. It offers a range of features including step-by-step guidance, deduction maximization, and secure e-filing options, making it an ideal choice for both personal and professional tax needs.

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