
When this happens...
Contact Updated
Contact Created
Case Created
Case Updated
Case Closed
Department Added
Rep Added
Rep Updated
Department Update

Automatically do this!
Enable Integrations or automations with these events of FuseDesk and TaxSlayer
Triggers when a contact is updated in FuseDesk
Triggers when a contact is created in FuseDesk
Triggers when a new FuseDesk case is created.
Triggers when a new FuseDesk case is updated.
Triggers when a FuseDesk case has been resolved and marked as Closed
Triggers when a Department is Added.
Creates a Contact
Create a new FuseDesk Case
Updates a Contact
Updated an existing FuseDesk Case.
Finds a Contact Optionally, create a contact if none are found.
Gets all case.

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Unlock your team's potential with 5 straightforward automation hacks designed to streamline processes and free up valuable time for more important work.

Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your FuseDesk and TaxSlayer accounts to viaSocket. Once connected, you can set up a workflow where an event in FuseDesk triggers actions in TaxSlayer (or vice versa).
Absolutely. You can customize how FuseDesk data is recorded in TaxSlayer. This includes choosing which data fields go into which fields of TaxSlayer, setting up custom formats, and filtering out unwanted information.
The data sync between FuseDesk and TaxSlayer 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 FuseDesk and TaxSlayer. 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.
FuseDesk is an integrated Help Desk and Messaging Platform for sales and customer support case management.
Learn MoreTaxSlayer is a comprehensive online tax preparation service that simplifies the process of filing taxes for individuals and businesses. It offers a user-friendly platform with step-by-step guidance, ensuring accurate and efficient tax filing. With features like deduction maximization, refund tracking, and support for various tax forms, TaxSlayer caters to both simple and complex tax situations.
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