Connect Setmore Appointments and TaxAct to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Setmore Appointments
Choose an Action
Automatically do this!
- Request a new Action for TaxAct
Enable Integrations or automations with these events of Setmore Appointments and TaxAct
Enable Integrations or automations with these events of Setmore Appointments and TaxAct
Actions
Create Appointment
Create a new appointment.
Create Customer
Create a new Customer.
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Automate Expense Report Approvals via Slack & QuickBooks
- Send for Approval acceptCreate Entry of expensesAdd Step
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Automate Instagram DM Replies, Reactions, and Team Alerts
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Frequently Asked Questions
To start, connect both your Setmore Appointments and TaxAct accounts to viaSocket. Once connected, you can set up a workflow where an event in Setmore Appointments triggers actions in TaxAct (or vice versa).
Absolutely. You can customize how Setmore Appointments 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.
The data sync between Setmore Appointments and TaxAct 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 Setmore Appointments 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.
About Setmore Appointments
Setmore helps small businesses book appointments online and grow their business every day.
Learn MoreAbout 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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