Connect Customer.io and TaxAct to Build Intelligent Automations
Choose a Trigger
When this happens...
Customer Events
Email Events
In-app Message Events
Push Events
SMS Events
Slack Events
Choose an Action
Automatically do this!
- Request a new Action for TaxAct
Enable Integrations or automations with these events of Customer.io and TaxAct
Enable Integrations or automations with these events of Customer.io and TaxAct
Triggers
Customer Events
Triggers when Events are performed on customer
Email Events
Triggers when Events are performed on Email.
In-app Message Events
Triggers when Events are performed on messages.
Push Events
Triggers when a push notification is drafted.
SMS Events
Trigger when an SMS delivery event happens (e.g., sent, delivered, failed, opened, clicked).
Slack Events
Triggers when a slack message is drafted, attempted, sent, clicked, failed or undelivered.
Actions
List campaigns
Returns a list of all of your collections, including the name and schema for each collection.
Create manual segment
Create a manual segment with a name and a description. This request creates an empty segment
Delete a segment
Delete a manual segment.
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Frequently Asked Questions
To start, connect both your Customer.io and TaxAct accounts to viaSocket. Once connected, you can set up a workflow where an event in Customer.io triggers actions in TaxAct (or vice versa).
Absolutely. You can customize how Customer.io 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.
The data sync between Customer.io and TaxAct 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 Customer.io 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.
About Customer.io
Customer.io is a versatile marketing automation platform designed to help businesses create, send, and optimize targeted email campaigns. It enables users to engage with their audience through personalized messaging and automated workflows, ensuring effective communication and improved customer relationships.
Learn MoreAbout 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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