Connect signplus and taxplaniq to Build Intelligent Automations

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Frequently Asked Questions

How do I start an integration between signplus and taxplaniq?

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

Can we customize how data from signplus is recorded in taxplaniq?

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

How often does the data sync between signplus and taxplaniq?

The data sync between signplus and taxplaniq 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 signplus to taxplaniq?

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 signplus and taxplaniq?

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

signplus

About signplus

SIGN.PLUS is an electronic signature solution designed to make workflows faster. It’s easy-to-use, secure, and reliable across various platforms.

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taxplaniq

About taxplaniq

TaxPlanIQ is an easy-to-use tax planning SaaS platform designed to make Tax Planning quick, easy, and profitable for tax planners.

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