Connect LUQA CRM and Thomson Reuters ONESOURCE to Build Intelligent Automations
Enable Integrations or automations with these events of LUQA CRM and Thomson Reuters ONESOURCE
Enable Integrations or automations with these events of LUQA CRM and Thomson Reuters ONESOURCE
Actions
Create New Lead
Create a lead with contact details, priority, owner, and optional address, tax numbers, or comments.
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Frequently Asked Questions
To start, connect both your LUQA CRM and Thomson Reuters ONESOURCE accounts to viaSocket. Once connected, you can set up a workflow where an event in LUQA CRM triggers actions in Thomson Reuters ONESOURCE (or vice versa).
Absolutely. You can customize how LUQA CRM data is recorded in Thomson Reuters ONESOURCE. This includes choosing which data fields go into which fields of Thomson Reuters ONESOURCE, setting up custom formats, and filtering out unwanted information.
The data sync between LUQA CRM and Thomson Reuters ONESOURCE 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 LUQA CRM and Thomson Reuters ONESOURCE. 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 LUQA CRM
Luca CRM is a comprehensive customer relationship management tool designed to streamline your sales and customer service processes. With features that enhance contact management, sales tracking, and customer interaction, Luca CRM helps businesses build stronger relationships and improve customer satisfaction.
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About Thomson Reuters ONESOURCE
Thomson Reuters ONESOURCE is a comprehensive tax and accounting software solution designed to streamline and automate tax compliance and reporting processes for businesses. It offers a suite of tools to manage global tax compliance, transfer pricing, and tax provision, ensuring accuracy and efficiency in tax operations.
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