Connect Wrike and TaxAct to Build Intelligent Automations
Choose a Trigger
When this happens...
New Folder
New Subfolder
New Comment
New Task
Task Deleted
Task Title Changed
Task Importance Changed
Task Status Changed
Task Dates Changed
TaskParentsAdded
TaskParentsRemoved
Task Responsibles Added
Task Responsibles Removed
Task Shareds Added
Task Shareds Removed
Task Description Changed
Project Dates Changed
Folder Deleted
Folder Title Changed
Folder Parents Added
Folder Parents Removed
Choose an Action
Automatically do this!
- Request a new Action for TaxAct
Enable Integrations or automations with these events of Wrike and TaxAct
Enable Integrations or automations with these events of Wrike and TaxAct
Triggers
New Folder
Triggered when a new folder is created.
New Subfolder
Trigger when a subfolder created.
New Comment
Trigger when new comment this created
New Task
Trigger when new task is created .
Task Deleted
Trigger when task is deleted
Task Title Changed
Trigger when task title is changed
Actions
Create Folder
Create a new folder
Create Comment
Creates a new comment
Create Time Entry
Create a new time entry.
Create Task
Create a new task.
List Spaces
Returns a list of spaces.
List Contacts
List contacts of all users and user groups in current account.
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- Send for Approval acceptCreate Entry of expensesAdd Step
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- has responseSendDMMessageAdd Step
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Frequently Asked Questions
To start, connect both your Wrike and TaxAct accounts to viaSocket. Once connected, you can set up a workflow where an event in Wrike triggers actions in TaxAct (or vice versa).
Absolutely. You can customize how Wrike 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.
The data sync between Wrike and TaxAct typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Wrike 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.
About Wrike
Wrike is a versatile project management and collaboration platform designed to streamline workflows, enhance team productivity, and facilitate seamless communication. It offers a range of tools for task management, time tracking, and project planning, making it ideal for teams of all sizes.
Learn MoreAbout 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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