Connect Formbricks and TaxAct to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Formbricks
Choose an Action
Automatically do this!
- Request a new Action for TaxAct
Enable Integrations or automations with these events of Formbricks and TaxAct
Enable Integrations or automations with these events of Formbricks and TaxAct
Actions
List All Action Classes
Get all the action classes available in the environment
List Attribute Classes
Geta list of all the available attribute classes.
List Contact Attribute Keys
Get a list of all contact attribute keys defined in the current environment.
List Contact Attributes
Get a list of all contact attributes in the current environment.
List Contacts
Get a list of all contacts for the current environment.
List Persons
Get all the identified people from Formbricks.
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Frequently Asked Questions
To start, connect both your Formbricks and TaxAct accounts to viaSocket. Once connected, you can set up a workflow where an event in Formbricks triggers actions in TaxAct (or vice versa).
Absolutely. You can customize how Formbricks 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 Formbricks 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 Formbricks 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 Formbricks
Formbricks is an open-source survey platform to gather insights at any point in the user journey.
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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