IntegrationsSleekplanTurboTax
Sleekplan + TurboTax

Connect Sleekplan and TurboTax to Build Intelligent Automations

Choose a Trigger

Sleekplan

When this happens...

Choose an Action

TurboTax

Automatically do this!

Enable Integrations or automations with these events of Sleekplan and TurboTax

Enable Integrations or automations with these events of Sleekplan and TurboTax

Actions

List All Comments

List All Comments

Retrieves the list of all comments.

Create Changelog Update

Create Changelog Update

Create an update

Create Feedback

Create Feedback

Create a new post

Update Feedback

Update Feedback

Update a post

Search User

Search User

Retrieves the list of users based on search query string

Search Post

Search Post

Returns a list of feedback posts based on specified search.

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Frequently Asked Questions

How do I start an integration between Sleekplan and TurboTax?

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

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

Absolutely. You can customize how Sleekplan 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 Sleekplan and TurboTax?

The data sync between Sleekplan 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 Sleekplan 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 Sleekplan and TurboTax?

Yes, you can set conditional logic to control the flow of data between Sleekplan 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.

Sleekplan

About Sleekplan

Sleekplan is a customer feedback management tool that can easily be embedded in any web application. Use the widget to track suggestions, feedback, and bugs and discuss them with your customers. Plus, it' s easy to share a roadmap and keep a changelog.

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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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