
When this happens...

Automatically do this!
Enable Integrations or automations with these events of Desklog.io and TaxAct
Creates a new task in Desklog.io.
Updates an existing task in Desklog.io.
Creates a Project.
Creates a Client.
Creates a Tag.
Update an existing tag.

Gain insights into how viaSocket functions through our detailed guide. Understand its key features and benefits to maximize your experience and efficiency.

Unlock your team's potential with 5 straightforward automation hacks designed to streamline processes and free up valuable time for more important work.

Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your Desklog.io and TaxAct accounts to viaSocket. Once connected, you can set up a workflow where an event in Desklog.io triggers actions in TaxAct (or vice versa).
Absolutely. You can customize how Desklog.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 Desklog.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 Desklog.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.
Desklog.io is a comprehensive project management and time tracking software designed to enhance productivity and streamline workflow processes. It offers features such as task management, employee monitoring, and automated timesheets, making it an ideal solution for businesses looking to optimize their project management and team collaboration efforts.
Learn MoreTaxAct 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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