Connect Front and TurboTax to Build Intelligent Automations

Choose a Trigger

Front

When this happens...

Choose an Action

TurboTax

Automatically do this!

Enable Integrations or automations with these events of Front and TurboTax

Enable Integrations or automations with these events of Front and TurboTax

Actions

Create Contact

Create Contact

Creates a new contact.

Create Account

Create Account

Creates a new Account.

Add Contact Handle

Add Contact Handle

Add a handle (email, phone, etc) to a Contact.

Add Comment

Add Comment

Add a comment to a conversation.

Remove Conversation Links

Remove Conversation Links

Remove Links from a conversation.

Import Message

Import Message

Imports a new message into Front.

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Frequently Asked Questions

How do I start an integration between Front and TurboTax?

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

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

Absolutely. You can customize how Front 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 Front and TurboTax?

The data sync between Front 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 Front 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 Front and TurboTax?

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

Front

About Front

Front is a collaborative email platform designed to streamline communication and enhance team productivity by allowing users to manage shared inboxes, automate workflows, and integrate with various business tools.

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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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