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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 Submission" from Plumsail Forms.

Add your action

An action happens after the trigger—such as "Add Form 1099-Nec" in BoomTax.

You’re connected!

Zapier seamlessly connects Plumsail Forms and BoomTax, 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.

- Public Form
  Required
Trigger
Instant
Try It
- Form ID
  Required
- Submission ID
  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

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

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25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Connect Plumsail Forms and BoomTax 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.

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.

Make work flow with AI

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

Learn about AI automation

About Plumsail Forms

Plumsail Forms allows you to design fully responsive web forms containing wizards, tabs, data tables, hand-written notes and publish them to any websites.

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Related categories

Forms & Surveys

Similar apps

Zapier Forms

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

About BoomTax

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