Connect MailUp and Thomson Reuters ONESOURCE to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for MailUp
Choose an Action
Automatically do this!
- Request a new Action for Thomson Reuters ONESOURCE
Enable Integrations or automations with these events of MailUp and Thomson Reuters ONESOURCE
Enable Integrations or automations with these events of MailUp and Thomson Reuters ONESOURCE
Actions
List Country Code
List all country code
Create New Email Message
Create a new email message on the specified list.
New Send Email
Sends the specified message (previously created in MailUp in the specified List) to the email address specified.
Create a New Text Message
Create a new text message on the specified list.
Send Message to Group
Send a message to a predefined group in the specified list.
Delete a Text Message
Delete a text message of a specified list.
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- text is aiReplytoCommentSend a Private ReplyAdd Step
- Is guide commentReplytoComment GuideSend a Private Reply GuideAdd Step
- multi keyword matchcmntdqJzLMYSReplytoCommentMultiKeywordAdd Step
Automate Expense Report Approvals via Slack & QuickBooks
- Send for Approval acceptCreate Entry of expensesAdd Step
- Send for rejectMail for RejectionAdd Step
Automate Instagram DM Replies, Reactions, and Team Alerts
- has responseSendDMMessageAdd Step
- Notify teamSendMailAdd Step
- has reactSendDMMessage ReactAdd Step
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Frequently Asked Questions
To start, connect both your MailUp and Thomson Reuters ONESOURCE accounts to viaSocket. Once connected, you can set up a workflow where an event in MailUp triggers actions in Thomson Reuters ONESOURCE (or vice versa).
Absolutely. You can customize how MailUp 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 MailUp 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 MailUp 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 MailUp
MailUp is a comprehensive email and SMS marketing platform designed to help businesses create, send, and analyze their marketing campaigns. With a user-friendly interface and powerful automation tools, MailUp enables users to reach their audience effectively and efficiently.
Learn MoreAbout 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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