Connect DevRev and TaxAct to Build Intelligent Automations
Choose a Trigger
When this happens...
Account Created
Timeline Entry Created
Tag Updated
Tag Deleted
Tag Created
Rev Org Created
Part Updated
Part Deleted
Part Created
Group Updated
Group Member Added
Group Created
Dev User Updated
Dev User Created
Conversation Updated
Conversation Deleted
Conversation Created
AI Agent Response
Account Updated
Account Deleted
Webhook Created
Work Created
Work Updated
Work deleted
Choose an Action
Automatically do this!
- Request a new Action for TaxAct
Enable Integrations or automations with these events of DevRev and TaxAct
Enable Integrations or automations with these events of DevRev and TaxAct
Triggers
Account Created
Trigger when a new Account is created.
Timeline Entry Created
Trigger when a new Timeline Entry Created.
Tag Updated
Trigger when a new Tag Updated.
Tag Deleted
Trigger when a Tag Deleted.
Tag Created
Trigger when a new Tag Created.
Rev Org Created
Trigger when a new Rev Org Created.
Actions
Update Dev User
Updates the user corresponding to the input ID.
List Dev Users
Lists users within your organization.
List Parts
Lists a collection of parts
Get specific Part
Gets a part’s information.
Search Parts by Type
Lists a collection of parts by Type.
Update Part
Updates a part’s information.
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Frequently Asked Questions
To start, connect both your DevRev and TaxAct accounts to viaSocket. Once connected, you can set up a workflow where an event in DevRev triggers actions in TaxAct (or vice versa).
Absolutely. You can customize how DevRev 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 DevRev 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 DevRev 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 DevRev
DevRev is an AI-powered platform designed to streamline and enhance the software development and customer relationship management processes. It integrates development and customer support, enabling teams to efficiently manage product development, track issues, and improve customer interactions through AI-driven insights and automation.
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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