Connect folk and TaxSlayer to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for folk
Choose an Action
Automatically do this!
- Request a new Action for TaxSlayer
Enable Integrations or automations with these events of folk and TaxSlayer
Enable Integrations or automations with these events of folk and TaxSlayer
Actions
Create Person
Create a new contact Person in your folk group .
Create Company
Create a new contact Company in your folk group .
Update Person
Update a contact Person in your folk group.
Update Company
Update a contact Company in your folk group.
Search Person
Seach a Person by their person ID,email,name
Search Company
Search a company by their Contact ID, Email, or Name.
Know More About Folk and Taxslayer Integrations
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Frequently Asked Questions
To start, connect both your folk and TaxSlayer accounts to viaSocket. Once connected, you can set up a workflow where an event in folk triggers actions in TaxSlayer (or vice versa).
Absolutely. You can customize how folk data is recorded in TaxSlayer. This includes choosing which data fields go into which fields of TaxSlayer, setting up custom formats, and filtering out unwanted information.
The data sync between folk and TaxSlayer 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 folk and TaxSlayer. 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 folk
Folk is the next-generation CRM for teams, designed to make relationship management simple, collaborative, and adaptable. It centralizes contacts, deals, and communications in one intuitive workspace, so teams can work together seamlessly. With customizable fields, powerful search, and flexible pipelines, Folk adapts to any workflow — whether for sales, recruiting, partnerships, or community building. Its modern design and integrations help teams save time, stay organized, and focus on building stronger relationships.
Learn MoreAbout TaxSlayer
TaxSlayer is a comprehensive online tax preparation service that simplifies the process of filing taxes for individuals and businesses. It offers a user-friendly platform with step-by-step guidance, ensuring accurate and efficient tax filing. With features like deduction maximization, refund tracking, and support for various tax forms, TaxSlayer caters to both simple and complex tax situations.
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