Connect Freshservice and TaxAct to Build Intelligent Automations
Enable Integrations or automations with these events of Freshservice and TaxAct
Enable Integrations or automations with these events of Freshservice and TaxAct
Actions
Create Requestor
Allows you to create a Requester in Freshservice for your support domain.
Add Notes to a Ticket
Creates a ticket approval request.
Create Ticket
Create a Freshservice support ticket with subject, description, requester email, priority, status, and optional fields.
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Frequently Asked Questions
To start, connect both your Freshservice and TaxAct accounts to viaSocket. Once connected, you can set up a workflow where an event in Freshservice triggers actions in TaxAct (or vice versa).
Absolutely. You can customize how Freshservice 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 Freshservice 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 Freshservice 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 Freshservice
Integrate with Freshservice to streamline IT services and manage incidents, changes, assets, and more efficiently.
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About 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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