Connect ponto and taxaroo to Build Intelligent Automations

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Frequently Asked Questions

How do I start an integration between ponto and taxaroo?

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

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

Absolutely. You can customize how ponto 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 ponto and taxaroo?

The data sync between ponto 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 ponto 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 ponto and taxaroo?

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

ponto

About ponto

Ponto lets companies automate their finances by offering an API on top of 150+ European banks. Ponto is an Isabel Group product licensed in Belgium.

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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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