Connect Zilus and taxaroo to Build Intelligent Automations

Choose a Trigger

Zilus

When this happens...

Choose an Action

taxaroo

Automatically do this!

Enable Integrations or automations with these events of Zilus and taxaroo

Enable Integrations or automations with these events of Zilus and taxaroo

Actions

Create Contact

Create Contact

Create a new contact in Zilus.

Update Contact

Update Contact

Update the details of a existing contact.

Create Contact Group

Create Contact Group

Create a new contact group in Zilus.

Update Contact Group

Update Contact Group

Update the details of a specific contact group.

Request a new Action for Zilus

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Frequently Asked Questions

How do I start an integration between Zilus and taxaroo?

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

Can we customize how data from Zilus is recorded in taxaroo?

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

How often does the data sync between Zilus and taxaroo?

The data sync between Zilus and taxaroo 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 Zilus to taxaroo?

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 Zilus and taxaroo?

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

Zilus

About Zilus

Zilus is a platform designed to streamline communication and enhance collaboration among teams, offering tools for project management, task tracking, and team chat functionalities.

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taxaroo

About taxaroo

Taxaroo streamlines tax & CPA firm management with smart data collection, seamless client communication, and organizational tools.

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