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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 Client" from IRS Solutions.

Add your action

An action happens after the trigger—such as "Custom Request" in Webhooks by Zapier.

You’re connected!

Zapier seamlessly connects IRS Solutions and Webhooks 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 Client
Triggers when a new client is added in the system.
Trigger
Polling
Try It
- Client basics
- Client Type
  Required
- Client Reference
  Required
- Entity (ID)
- Status and classification
- Client Status
- Parent Client (ID)
- Parent Relationship
- Client Rep ID
- Tags
- Primary address
- Address Type
- Address Line 1
- Address Line 2
- Address Line 3
- City
- State
- ZIP Code
- County
- Country
- Mailing Address
- Mailing Address Line 1
- Mailing Address Line 2
- Mailing City
- Mailing State
- Mailing ZIP
- Mailing County
- Time Zone
- Contact Details
- Email
- Home Phone
- Cell Phone
- Business Phone
- fax
- Preferred Phone
- Personal Identification
- First Name
- Middle Initial
- Last Name
- Salutation
- Title
- Date of Birth
- Driver's License State
- Has Passport
- Deceased
- Deceased Date
- Explanation / Notes
- Marital & Spouse Info
- Marital Status
- Marriage Date
- In Community Property State
- Spouse First Name
- Spouse Middle Initial
- Spouse Last Name
- Spouse Salutation
- Spouse Date of Birth
- Spouse Driver's License State
- Spouse Has Passport
- Spouse Deceased
- Spouse Deceased Date
- Spouse Address Line 1
- Spouse Address Line 2
- Spouse City
- Spouse State
- Spouse ZIP Code
- Spouse County
- Spouse Email
- Spouse Home Phone
- Spouse Cell Phone
- Spouse Work Phone
- Spouse Work Cell
- Spouse Fax
- Spouse Preferred Phone
- Business Info
- Business Name
- EIN (Employer Identification Number)
- DBA (Doing Business As)
- Contact Name
- Business Name with DBA
- Portal & Monitoring
- Client Portal Access
- IRS Monitoring Enabled
- Last Form Name
- Other fields
- Practitioner IDs
- Extra Fields
Action
Write
- Pick off a Child Key
Trigger
Instant
Try It
- Method
  Required
- URL
  Required
- Data Pass-Through?
- Data
- Unflatten
- Basic Auth
- Headers
- Return Raw Response
Action
Write
- URL
  Required
- Payload_type
- Data
- Wrap Request In Array
- File
- Unflatten
- Basic Auth
- Headers
Action
Write

- Client (ID)
Trigger
Polling
Try It
Catch Raw Hook
Triggers when a POST, PUT, or GET request is made to a Zapier URL. Gives the request body unparsed (max 2 MB) and also includes headers.
Trigger
Instant
Try It
- URL
  Required
- Key
- Deduplication Key
- Xpath
- Basic Auth
- Headers
Trigger
Polling
Try It
- URL
  Required
- Query String Params
- Send As JSON
- JSON key
- Unflatten
- Basic Auth
- Headers
Action
Write
- URL
  Required
- Payload_type
- Data
- Wrap Request In Array
- File
- Unflatten
- Basic Auth
- Headers
Action
Write

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Customers have created over 25 million Zaps on the platform

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Connect IRS Solutions and Webhooks 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

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

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.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

Learn how to automate Webhooks by Zapier on the Zapier blog

Make work flow with AI

Level up your IRS Solutions to Webhooks 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 IRS Solutions

IRS Solutions is a tax resolution and IRS audit monitoring software for CPAs, enrolled agents, and tax attorneys.

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Related categories

Taxes

About Webhooks by Zapier

Webhooks simply POST data (or JSON) to a specific URL every time we see something new. Webhooks can also accept data (or JSON) to kick off a workflow in Zapier.

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