
When this happens...
Task Created

Automatically do this!
Enable Integrations or automations with these events of Orderry and TaxSlayer
Triggers when New Task.
Create a Task
Create Comment on Task
Add a comment to a specific order.
Use this method to add comments to the invoice's Event Feed.
Update existed contact.

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Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your Orderry and TaxSlayer accounts to viaSocket. Once connected, you can set up a workflow where an event in Orderry triggers actions in TaxSlayer (or vice versa).
Absolutely. You can customize how Orderry data is recorded in TaxSlayer. This includes choosing which data fields go into which fields of TaxSlayer, setting up custom formats, and filtering out unwanted information.
The data sync between Orderry and TaxSlayer 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 Orderry and TaxSlayer. 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.
TaxSlayer is a comprehensive online tax preparation service that simplifies the process of filing taxes for individuals and businesses. It offers a user-friendly platform with step-by-step guidance, ensuring accurate and efficient tax filing. With features like deduction maximization, refund tracking, and support for various tax forms, TaxSlayer caters to both simple and complex tax situations.
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