Connect Simplesat and TurboTax to Build Intelligent Automations

Choose a Trigger

Simplesat

When this happens...

Choose an Action

TurboTax

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Enable Integrations or automations with these events of Simplesat and TurboTax

Enable Integrations or automations with these events of Simplesat and TurboTax

Actions

Get Surveys

Get Surveys

Get surveys in simplesat.

List Questions

List Questions

Get a questions in Simplesat.

Upsert Customer

Upsert Customer

Upserts a customer. Will update existing customer if a customer with the same email address is found. Otherwise will create a new customer.

Create Member

Create Member

Create a new team member in simplesat

Update Customer

Update Customer

Update a customer by ID.

Create/Update Customer

Create/Update Customer

Creates/updates a customer.

Request a new Action for Simplesat

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Frequently Asked Questions

How do I start an integration between Simplesat and TurboTax?

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

Can we customize how data from Simplesat is recorded in TurboTax?

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

How often does the data sync between Simplesat and TurboTax?

The data sync between Simplesat and TurboTax 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 Simplesat to TurboTax?

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 Simplesat and TurboTax?

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

Simplesat

About Simplesat

Simplesat is a survey tool that makes it easy for any business to collect, analyze and publish customer feedback.

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TurboTax

About TurboTax

TurboTax is a leading tax preparation software that simplifies the process of filing taxes for individuals and businesses. It offers a user-friendly interface and step-by-step guidance to ensure accurate and efficient tax filing. With TurboTax, users can maximize their deductions and receive their maximum refund. The software is designed to cater to various tax situations, making it a versatile tool for tax preparation.

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