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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 in BoomTax.
Try ItTriggerPolling - Filing TypeRequired
- Payer NameRequired
ActionWrite- FilingRequired
- Notification Emails
- Silent Mode
- Opt-In to State E-Filing
ActionWrite
- Recipient TIN (SSN/EIN)Required
- Type of TINRequired
- 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 CompensationRequired
- 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
ActionWrite- FilingRequired
- Copy Type
- Include Header Form
- One PDF Per Recipient
- Mask SSNs
ActionWrite
