Connect pendo and taxaroo to Build Intelligent Automations

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Frequently Asked Questions

How do I start an integration between pendo and taxaroo?

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

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

Absolutely. You can customize how pendo 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 pendo and taxaroo?

The data sync between pendo 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 pendo 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 pendo and taxaroo?

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

pendo

About pendo

Pendo Feedback is a platform that helps SaaS companies manage product feedback and requests from their customers and team.

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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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