Connect Joget and TurboTax to Build Intelligent Automations
Choose a Trigger
When this happens...
New CRM Account
Choose an Action
Automatically do this!
- Request a new Action for TurboTax
Enable Integrations or automations with these events of Joget and TurboTax
Enable Integrations or automations with these events of Joget and TurboTax
Triggers
New CRM Account
Triggered when an account in Joget CRM is created.
Actions
App version list
Retrieves all version of an app.
List All Apps
Retrieve a list of all available apps.
List Published Userviews
Retrieve a list of published userviews for an app.
List Published processes
Retrieve a list of published processesfor an app.
List forms of an specific App
Retrieves all forms in an app
List CRM Accounts
Retrieve a list of all CRM Accounts.
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Frequently Asked Questions
To start, connect both your Joget and TurboTax accounts to viaSocket. Once connected, you can set up a workflow where an event in Joget triggers actions in TurboTax (or vice versa).
Absolutely. You can customize how Joget 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.
The data sync between Joget and TurboTax 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 Joget 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.
About Joget
Joget is an open-source no-code/low-code application platform that empowers users to build enterprise web applications rapidly. It combines the best of process automation, workflow management, and application development in a single platform, making it ideal for businesses looking to streamline operations and enhance productivity without extensive coding knowledge.
Learn MoreAbout 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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