IntegrationsOnfleetTurboTax
Onfleet + TurboTax

Connect Onfleet and TurboTax to Build Intelligent Automations

Choose a Trigger

Onfleet

When this happens...

Choose an Action

TurboTax

Automatically do this!

Enable Integrations or automations with these events of Onfleet and TurboTax

Enable Integrations or automations with these events of Onfleet and TurboTax

Triggers

Task Created

Task Created

Triggers when an Onfleet task is created.

Request a new Trigger for Onfleet

Actions

Create Task

Create Task

Creates a pickup or dropoff task.

List  Administrators

List Administrators

Get all the administrators

Delete Task

Delete Task

Delete a active task

Clone Task

Clone Task

Clones a existing task

List  Workers

List Workers

Returns a collection of all workers in your organization.

Get Workers by Location

Get Workers by Location

You may provide a coordinate pair along with a radius to get a list of workers who are currently within a certain target area.

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Frequently Asked Questions

How do I start an integration between Onfleet and TurboTax?

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

Can we customize how data from Onfleet is recorded in TurboTax?

Absolutely. You can customize how Onfleet 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.

How often does the data sync between Onfleet and TurboTax?

The data sync between Onfleet and TurboTax 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 Onfleet to TurboTax?

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 Onfleet and TurboTax?

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

Onfleet

About Onfleet

Onfleet transforms cumbersome last-mile logistics into delightful delivery management. Intuitive smartphone apps, powerful web dashboard and automatic customer notifications handle the heavy lifting so you can focus on your customer.

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TurboTax

About 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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