IntegrationsSignableTaxSlayer
Signable + TaxSlayer

Connect Signable and TaxSlayer to Build Intelligent Automations

Choose a Trigger

Signable

When this happens...

Choose an Action

TaxSlayer

Automatically do this!

Enable Integrations or automations with these events of Signable and TaxSlayer

Enable Integrations or automations with these events of Signable and TaxSlayer

Triggers

Send Envelope

Send Envelope

Triggers when a envelope is send.

Add Contact

Add Contact

Triggers when a new contact is add.

Cancel Envelope

Cancel Envelope

Triggers when an envelope is canceled

Envelope Opened

Envelope Opened

Triggers when an envelope is open.

Envelope Signed

Envelope Signed

Triggers when an envelope is signed.

Envelope Reject

Envelope Reject

Triggers when envelope is rejected

Actions

Send an Envelope using a Template

Send an Envelope using a Template

Send an Envelope using a Template.

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Frequently Asked Questions

How do I start an integration between Signable and TaxSlayer?

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

Can we customize how data from Signable is recorded in TaxSlayer?

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

How often does the data sync between Signable and TaxSlayer?

The data sync between Signable and TaxSlayer 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 Signable to TaxSlayer?

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 Signable and TaxSlayer?

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

Signable

About Signable

Signable is a digital signature platform that allows users to send, sign, and manage documents online securely and efficiently. It simplifies the process of obtaining legally binding signatures, making it ideal for businesses and individuals who need to handle contracts, agreements, and other important documents.

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TaxSlayer

About TaxSlayer

TaxSlayer is a comprehensive online tax preparation service that simplifies the process of filing taxes for individuals and businesses. It offers a user-friendly platform with step-by-step guidance, ensuring accurate and efficient tax filing. With features like deduction maximization, refund tracking, and support for various tax forms, TaxSlayer caters to both simple and complex tax situations.

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