Connect Flow and TurboTax to Build Intelligent Automations

Choose a Trigger

Flow

When this happens...

Choose an Action

TurboTax

Automatically do this!

Enable Integrations or automations with these events of Flow and TurboTax

Enable Integrations or automations with these events of Flow and TurboTax

Triggers

New Task

New Task

Triggers when a new task is created in GetFlow.

Task Completed

Task Completed

Triggers when a task is marked as completed in GetFlow.

New Project

New Project

Triggers when a new project is added.

Request a new Trigger for Flow

Actions

Create Task

Create Task

Creates a new task in GetFlow Account.

list task

list task

get a task in flow.

Get List

Get List

get a List in flow.

List  workspaces

List workspaces

get a workspaces in flow.

List memberships

List memberships

get a memberships in flow.

Request a new Action for Flow

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Frequently Asked Questions

How do I start an integration between Flow and TurboTax?

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

Can we customize how data from Flow is recorded in TurboTax?

Absolutely. You can customize how Flow 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.

How often does the data sync between Flow and TurboTax?

The data sync between Flow and TurboTax 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 Flow to TurboTax?

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 Flow and TurboTax?

Yes, you can set conditional logic to control the flow of data between Flow 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.

Flow

About Flow

GetFlow is a task and project management tool designed to help teams collaborate efficiently and manage their workflows effectively. It offers features such as task assignments, due dates, project timelines, and team communication to streamline project management processes.

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TurboTax

About 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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