IntegrationsFormbricksTurboTax
Formbricks + TurboTax

Connect Formbricks and TurboTax to Build Intelligent Automations

Choose a Trigger

Formbricks

When this happens...

Choose an Action

TurboTax

Automatically do this!

Enable Integrations or automations with these events of Formbricks and TurboTax

Enable Integrations or automations with these events of Formbricks and TurboTax

Actions

List All Action Classes

List All Action Classes

Get all the action classes available in the environment

List Attribute Classes

List Attribute Classes

Geta list of all the available attribute classes.

List Contact Attribute Keys

List Contact Attribute Keys

Get a list of all contact attribute keys defined in the current environment.

List Contact Attributes

List Contact Attributes

Get a list of all contact attributes in the current environment.

List Contacts

List Contacts

Get a list of all contacts for the current environment.

List Persons

List Persons

Get all the identified people from Formbricks.

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Frequently Asked Questions

How do I start an integration between Formbricks and TurboTax?

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

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

Absolutely. You can customize how Formbricks 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 Formbricks and TurboTax?

The data sync between Formbricks 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 Formbricks 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 Formbricks and TurboTax?

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

Formbricks

About Formbricks

Formbricks is an open-source survey platform to gather insights at any point in the user journey.

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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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