Connect Kommo and TaxAct to Build Intelligent Automations

Choose a Trigger

Kommo

When this happens...

Choose an Action

TaxAct

Automatically do this!

Enable Integrations or automations with these events of Kommo and TaxAct

Enable Integrations or automations with these events of Kommo and TaxAct

Triggers

New Company

New Company

Triggers when a new company is created.

New Contact

New Contact

Triggers when a new contact is created.

Task Updated

Task Updated

Triggers when task is updated.

Lead Responsible User Changed

Lead Responsible User Changed

Triggers when a Lead's responsible user is changed in your Kommo account.

Company Updated

Company Updated

Triggers when company is updated.

Contact Updated

Contact Updated

Triggers when contact is updated.

Actions

Create Company

Create Company

Create a company into your account.

Create Contact

Create Contact

Create a new contact in your account.

Create Lead

Create Lead

Create a new lead in your kommo account.

Create Link

Create Link

Create new link in your kommo account.

Create Task

Create Task

Create new task in your kommo account.

Update Lead

Update Lead

Update a lead details by it's id.

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Step by step guides to integrate Kommo and TaxAct

Frequently Asked Questions

How do I start an integration between Kommo and TaxAct?

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

Can we customize how data from Kommo is recorded in TaxAct?

Absolutely. You can customize how Kommo 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.

How often does the data sync between Kommo and TaxAct?

The data sync between Kommo and TaxAct 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 Kommo to TaxAct?

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 Kommo and TaxAct?

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

Kommo

About Kommo

Kommo is a messaging-powered CRM that helps you engage with your customers on a whole new level. It's a versatile, cloud-based sales automation tool that enables you to manage leads and monitor your sales pipeline in only a few clicks.

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TaxAct

About 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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