Connect Wordware and taxplaniq to Build Intelligent Automations

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Frequently Asked Questions

How do I start an integration between Wordware and taxplaniq?

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

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

Absolutely. You can customize how Wordware 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 Wordware and taxplaniq?

The data sync between Wordware 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 Wordware 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 Wordware and taxplaniq?

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