Connect Weavely and TaxAct to Build Intelligent Automations

Choose a Trigger

Weavely

When this happens...

Choose an Action

TaxAct

Automatically do this!

Enable Integrations or automations with these events of Weavely and TaxAct

Enable Integrations or automations with these events of Weavely and TaxAct

Triggers

New Form Submission

New Form Submission

Trigger fires on When someone opens or loads the form (before any submission).

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Actions

Generate Form

Generate Form

Generates a Weavely form from a prompt.

Get Form Fields

Get Form Fields

String input for the path parameter FORM_ID required by GET /v1/forms/FORM_ID/fields.

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Frequently Asked Questions

How do I start an integration between Weavely and TaxAct?

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

Can we customize how data from Weavely is recorded in TaxAct?

Absolutely. You can customize how Weavely 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.

How often does the data sync between Weavely and TaxAct?

The data sync between Weavely and TaxAct 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 Weavely to TaxAct?

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 Weavely and TaxAct?

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

Weavely

About Weavely

Weavely is an innovative AI-powered platform designed to enhance productivity and creativity through advanced artificial intelligence tools. It offers a suite of features that streamline workflows, automate tasks, and provide intelligent insights, making it an essential tool for businesses and individuals looking to leverage AI technology.

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TaxAct

About 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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