Connect notud and taxaroo to Build Intelligent Automations

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Frequently Asked Questions

How do I start an integration between notud and taxaroo?

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

Can we customize how data from notud is recorded in taxaroo?

Absolutely. You can customize how notud data is recorded in taxaroo. This includes choosing which data fields go into which fields of taxaroo, setting up custom formats, and filtering out unwanted information.

How often does the data sync between notud and taxaroo?

The data sync between notud and taxaroo 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 notud to taxaroo?

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 notud and taxaroo?

Yes, you can set conditional logic to control the flow of data between notud and taxaroo. 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.

notud

About notud

Notud is cloud note-taking for small business. Handwrite on your tablet or iPad and your notes save instantly to a client file.

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taxaroo

About taxaroo

Taxaroo streamlines tax & CPA firm management with smart data collection, seamless client communication, and organizational tools.

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