Connect Robocorp and TaxAct to Build Intelligent Automations

Choose a Trigger

Robocorp

When this happens...

Choose an Action

TaxAct

Automatically do this!

Enable Integrations or automations with these events of Robocorp and TaxAct

Enable Integrations or automations with these events of Robocorp and TaxAct

Triggers

Process Run completed

Process Run completed

Triggers when a process run is completed.

Process Run Unresolved

Process Run Unresolved

Triggers when a process run is Unresolved.

Process Run Started

Process Run Started

Triggers when a process run is started.

Assistant created

Assistant created

Trigger when a Assistant created.

Process Created

Process Created

Trigger when a Process created.

Task Packages Created

Task Packages Created

Trigger when a new task packages.

Actions

Create Assets

Create Assets

Creates a new asset.

Create Assistant

Create Assistant

Creates an new assistant.

Create Asset Upload

Create Asset Upload

Create an asset and add content to it.

Search Assistants

Search Assistants

Search assistants.

Search Processes

Search Processes

Search processes in a workspace.

Search Assets

Search Assets

Search assets within a workspace.

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Frequently Asked Questions

How do I start an integration between Robocorp and TaxAct?

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

Can we customize how data from Robocorp is recorded in TaxAct?

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

How often does the data sync between Robocorp and TaxAct?

The data sync between Robocorp and TaxAct 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 Robocorp to TaxAct?

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 Robocorp and TaxAct?

Yes, you can set conditional logic to control the flow of data between Robocorp and TaxAct. 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.

Robocorp

About Robocorp

Robocorp is a leading platform in the field of robotic process automation (RPA), providing tools and solutions to automate repetitive tasks and workflows. It empowers businesses to enhance productivity and efficiency by leveraging advanced automation technologies.

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TaxAct

About TaxAct

TaxAct is a comprehensive tax preparation software designed to help individuals and businesses efficiently manage their tax filing processes. With user-friendly tools and resources, TaxAct simplifies the complexities of tax calculations, ensuring accurate and timely submissions. It offers a range of features including step-by-step guidance, deduction maximization, and secure e-filing options, making it an ideal choice for both personal and professional tax needs.

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