IntegrationsReplyThomson Reuters ONESOURCE
Reply + Thomson Reuters ONESOURCE

Connect Reply and Thomson Reuters ONESOURCE to Build Intelligent Automations

Choose a Trigger

Reply

When this happens...

Choose an Action

Thomson Reuters ONESOURCE

Automatically do this!

Enable Integrations or automations with these events of Reply and Thomson Reuters ONESOURCE

Enable Integrations or automations with these events of Reply and Thomson Reuters ONESOURCE

Actions

Mark as Finished

Mark as Finished

Marks a person as finished in the campaign (i.e., they have completed all required steps or the campaign has ended for them).

Remove Person From Campaign

Remove Person From Campaign

Removes a person from a specific campaign in an array of campaigns.

Create Person and Push to Campaign

Create Person and Push to Campaign

Creates a person and immediately adds them to a campaign.

Create Person

Create Person

Creates a new person.

Add Step to Campaign

Add Step to Campaign

Adds a new step to an existing campaign.

List Campaigns

List Campaigns

Get List of Campaigns

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Frequently Asked Questions

How do I start an integration between Reply and Thomson Reuters ONESOURCE?

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

Can we customize how data from Reply is recorded in Thomson Reuters ONESOURCE?

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

How often does the data sync between Reply and Thomson Reuters ONESOURCE?

The data sync between Reply and Thomson Reuters ONESOURCE 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 Reply to Thomson Reuters ONESOURCE?

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 Reply and Thomson Reuters ONESOURCE?

Yes, you can set conditional logic to control the flow of data between Reply and Thomson Reuters ONESOURCE. 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.

Reply

About Reply

Reply is a sales automation platform that puts outreach on autopilot, while still making each communication personal.

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Thomson Reuters ONESOURCE

About Thomson Reuters ONESOURCE

Thomson Reuters ONESOURCE is a comprehensive tax and accounting software solution designed to streamline and automate tax compliance and reporting processes for businesses. It offers a suite of tools to manage global tax compliance, transfer pricing, and tax provision, ensuring accuracy and efficiency in tax operations.

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