Connect Infobip and TaxAct to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Infobip
Choose an Action
Automatically do this!
- Request a new Action for TaxAct
Enable Integrations or automations with these events of Infobip and TaxAct
Enable Integrations or automations with these events of Infobip and TaxAct
Actions
Send SMS Message
Send SMS message.
Create a Person
Create a new person profile with contact info and optional attributes.
Create a Company
Create a new company record in Infobip with optional details such as notes, country, region, account manager, customer stage, industry, VAT number, tags, and custom attributes.
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Frequently Asked Questions
To start, connect both your Infobip and TaxAct accounts to viaSocket. Once connected, you can set up a workflow where an event in Infobip triggers actions in TaxAct (or vice versa).
Absolutely. You can customize how Infobip 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 Infobip 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 Infobip 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 Infobip
Infobip offers omnichannel engagement solutions for businesses to simplify customer communication, enhance CX, and grow securely and reliably.
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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