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Choose a Trigger

Choose an Action

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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "New Filing" from BoomTax.

Add your action

An action happens after the trigger—such as "Date / Time" in Formatter by Zapier.

You’re connected!

Zapier seamlessly connects BoomTax and Formatter by Zapier, automating your workflow.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

New Filing
Triggers when a new filing is created.
Trigger
Polling
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- Filing Type
  Required
- Payer Name
  Required
Action
Write
- Filing
  Required
- Notification Emails
- Silent Mode
- Opt-In to State E-Filing
Action
Write
- Transform
  Required
Action
Write
- Transform
  Required
Action
Write

- Recipient TIN (SSN/EIN)
  Required
- Type of TIN
  Required
- Recipient Company Name
- Recipient First Name
- Recipient Middle Name
- Recipient Last Name
- Recipient Street Address
- Recipient City
- Recipient State
- Recipient ZIP
- Payer Contact Phone
- Box 1: Non-Employee Compensation
  Required
- Box 4: Federal Income Tax Withheld
- Box 10: 2nd TIN Notice
- Box 2: Payer Made Direct Sales
- Box 5: State
- Box 5: State Tax Withheld
- Box 6: Payer State Number
- Box 7: State Income
- State 2
- State 2 Tax Withheld
- Payer State 2 Number
- State 2 Income
Action
Write
- Filing
  Required
- Copy Type
- Include Header Form
- One PDF Per Recipient
- Mask SSNs
Action
Write
- Transform
  Required
Action
Write
- Transform
  Required
Action
Write

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Customers have created over 25 million Zaps on the platform

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Connect BoomTax and Formatter by Zapier to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

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Provide world-class support with a little help from automation

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Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

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Learn how to automate Formatter by Zapier on the Zapier blog

Make work flow with AI

Level up your BoomTax to Formatter by Zapier integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

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About BoomTax

BoomTax is a platform for e-filing, printing, and mailing 1099, W-2, ACA tax forms with reduced manual work.

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Related categories

Taxes

About Formatter by Zapier

Data isn't always in the format you need. Perhaps a date is in International format, but your app needs it in American format. Or maybe you need to Title Case a subject, truncate text for a Tweet, or turn Markdown text into HTML for your blog. Zapier's Formatter tool can help.

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