Connect Groove and TaxAct to Build Intelligent Automations
Choose a Trigger
When this happens...
Ticket Closed
Ticket Tagged
Ticket Priority Changed
Ticket Started
Ticket Opened
Ticket Moved
Ticket Assigned
Note Added
Customer Replied
Choose an Action
Automatically do this!
- Request a new Action for TaxAct
Enable Integrations or automations with these events of Groove and TaxAct
Enable Integrations or automations with these events of Groove and TaxAct
Triggers
Ticket Closed
Triggers when a ticket is closed
Ticket Tagged
Triggers when a ticket is tagged
Ticket Priority Changed
Triggers when a ticket's priority is change
Ticket Started
Triggers when a new ticket is created.
Ticket Opened
Triggers when a ticket is opened.
Ticket Moved
Triggers when a ticket is moved to a different mailbox.
Actions
Create New
Starts a new ticket for your customer
Change Ticket State
Changes the state of a ticket, e.g. from "opened" to "closed".
Reopen Ticket
Changes the state of a ticket to "opened".
Close Ticket
Changes the state of a ticket to "closed
Change Assigned Agent
Assigns an agent to a ticket.
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Frequently Asked Questions
To start, connect both your Groove and TaxAct accounts to viaSocket. Once connected, you can set up a workflow where an event in Groove triggers actions in TaxAct (or vice versa).
Absolutely. You can customize how Groove 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 Groove 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 Groove 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 Groove
Groove is a customer service platform designed to help businesses manage their customer support tickets, streamline communication, and improve overall customer satisfaction.
Learn MoreAbout 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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