Connect Formstack and TurboTax to Build Intelligent Automations
Enable Integrations or automations with these events of Formstack and TurboTax
Enable Integrations or automations with these events of Formstack and TurboTax
Actions
Create Form Submission
Create a new submission on form
Delete a Form
Delete an existing form by form id
Create a Form
Create a new form in your account
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Frequently Asked Questions
To start, connect both your Formstack and TurboTax accounts to viaSocket. Once connected, you can set up a workflow where an event in Formstack triggers actions in TurboTax (or vice versa).
Absolutely. You can customize how Formstack 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.
The data sync between Formstack and TurboTax 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 Formstack 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.
About Formstack
Formstack is a versatile online form builder that enables users to build and design web forms without any coding expertise. It supports data collection, customer feedback, and internal processes enhancement through customizable forms and surveys.
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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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