Put IRS Solutions to work with AI and enterprise-grade automation
Automate smarter with IRS Solutions and scale with confidence. Zapier is built for enterprise-grade security, compliance, and performance.
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Or pick an app to pair with
Google Sheets
Google, Spreadsheets
Slack
Team Chat
Plutio
Project Management
Airtable
Databases
ActiveCampaign
Marketing Automation
RingCentral
Phone & SMS
Google Sheets
Google, Spreadsheets
Slack
Team Chat
Plutio
Project Management
Airtable
Databases
ActiveCampaign
Marketing Automation
RingCentral
Phone & SMS
Google Sheets
Google, Spreadsheets
Slack
Team Chat
Plutio
Project Management
Airtable
Databases
ActiveCampaign
Marketing Automation
RingCentral
Phone & SMS
Join millions worldwide who automate their work using Zapier
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.
Try ItTriggerPolling - Client basics
- Client TypeRequired
- Client ReferenceRequired
- 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
ActionWrite
- Client (ID)
Try ItTriggerPolling
For builders
Let your AI safely access IRS Solutions
Go beyond Zap workflows. Install Zapier in your AI to call IRS Solutions actions directly from your agents—with governance built in. Authenticate once. Revoke access anytime.
No code
Install Zapier MCPCall actions in natural language with Zapier MCP
Act in IRS Solutions from your AI—no exposed credentials, and you control which actions your AI can touch. One install covers 9,000+ other apps.
Example actions on this page
Works with
Claude · ChatGPT · Cursor · Any MCP-compatible AI
Code
Open the SDK docsWork in code with the Zapier SDK
Expose IRS Solutions actions from backend services, scripts, or agent code. Zapier handles the OAuth and scoped permissions. Access 9,000+ apps, plus thousands more with .fetch().
Install
npm install @zapier/zapier-sdk npm install -D @zapier/zapier-sdk-cli zapier-sdk login # create a IRS Solutions connection @ https://zapier.com/de/app/assets/connections
Run an action
// Typescript
import { createZapierSdk } from "@zapier/zapier-sdk";
const zapier = createZapierSdk();
const { data: connection } = await zapier.findFirstConnection({ app: "irs-solutions", owner: "me" });
await zapier.runAction({
app: 'irs-solutions',
action: 'create_client',
connection: connection.id,
input: {
{inputKeyValuePairs}
},
});Direct API calls to raw endpoints through fetch are not yet subject to org-level app and action restrictions.
