Taxaroo Integrations

Name: Zapier
Availability: InStock

Put Taxaroo to work with AI and enterprise-grade automation

Automate smarter with Taxaroo and scale with confidence. Zapier is built for enterprise-grade security, compliance, and performance.

Start free with email

Continue with Google

Start free with email

Continue with Google

No-code AI automation
Full audit trails and controls
SOC 2 and GDPR compliant
Easy visual workflow builder
8,000+ apps, 450+ AI tools
Free tier available

Or pick an app to pair with

Google Sheets

Google, Spreadsheets

Calendly

Scheduling & Booking

Jotform

Forms & Surveys

Gmail

Email, Google

Slack

Team Chat

Google Calendar

Calendar, Google

Google Drive

File Management & Storage, Google

HubSpot

Marketing Automation

Google Forms

Forms & Surveys, Google

Google Sheets

Google, Spreadsheets

Calendly

Scheduling & Booking

Jotform

Forms & Surveys

Gmail

Email, Google

Slack

Team Chat

Google Calendar

Calendar, Google

Google Sheets

Google, Spreadsheets

Calendly

Scheduling & Booking

Jotform

Forms & Surveys

Gmail

Email, Google

Slack

Team Chat

Google Calendar

Calendar, Google

Google Drive

File Management & Storage, Google

HubSpot

Marketing Automation

Google Forms

Forms & Surveys, Google

Top companies trust Zapier to automate work and free up time

Join millions worldwide who automate their work using Zapier

Launch your first automated workflow

Organize new Taxaroo documents by creating corresponding rows in Google Sheets
Details
Try it
Taxaroo + Google Sheets
Log new document requests in Taxaroo to a Google Sheets row
Details
Try it
Taxaroo + Google Sheets
Create a Google Sheets row for each new client created in Taxaroo
Details
Try it
Taxaroo + Google Sheets
Create Google Sheets rows from new Taxaroo messages sent
Details
Try it
Taxaroo + Google Sheets
Log new Taxaroo reviews by creating rows in Google Sheets
Details
Try it
Taxaroo + Google Sheets
Add rows in Google Sheets for new appointments scheduled in Taxaroo
Details
Try it
Taxaroo + Google Sheets

Organize new Taxaroo documents by creating corresponding rows in Google Sheets

Details

Try it

Taxaroo + Google Sheets

Log new document requests in Taxaroo to a Google Sheets row

Details

Try it

Taxaroo + Google Sheets

Create a Google Sheets row for each new client created in Taxaroo

Details

Try it

Taxaroo + Google Sheets

Create Google Sheets rows from new Taxaroo messages sent

Details

Try it

Taxaroo + Google Sheets

Log new Taxaroo reviews by creating rows in Google Sheets

Details

Try it

Taxaroo + Google Sheets

Add rows in Google Sheets for new appointments scheduled in Taxaroo

Details

Try it

Taxaroo + Google Sheets

Create clients in Taxaroo for new contacts in Xero effortlessly

Details

Try it

Xero + Taxaroo

Create Google Sheets rows for new Taxaroo signatures

Details

Try it

Taxaroo + Google Sheets

Update client info in Taxaroo and create a new row in Google Sheets spreadsheet

Details

Try it

Taxaroo + Google Sheets

Create a new Google Sheets row for each new payment in Taxaroo

Details

Try it

Taxaroo + Google Sheets

Create clients in Taxaroo for new contacts in Xero effortlessly
Premium
Details
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Xero + Taxaroo
Create Google Sheets rows for new Taxaroo signatures
Details
Try it
Taxaroo + Google Sheets
Update client info in Taxaroo and create a new row in Google Sheets spreadsheet
Details
Try it
Taxaroo + Google Sheets
Create a new Google Sheets row for each new payment in Taxaroo
Details
Try it
Taxaroo + Google Sheets

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 Appointment Scheduled
Triggers when a new appointment is scheduled.
Trigger
Instant
Try It
New Document Requested
Triggers when a new document is requested.
Trigger
Instant
Try It
New Message Sent
Triggers when a new message is sent by a customer.
Trigger
Instant
Try It
New Review Received
Triggers when a new review is received.
Trigger
Instant
Try It
Update Client Info
Triggers when client updates own information.
Trigger
Instant
Try It

- Client Name
  Required
- Tax Year
  Required
- Job Type
  Required
- Price
  Required
- Invoice Description
  Required
Action
Write
- Client Id
  Required
- Message
  Required
- Send as SMS if possible
Action
Write

- Search by name, email, phone (numbers only), or tax year
  Required
Action
Search

New Client Created
Triggers when a new client is created.
Trigger
Instant
Try It
New Document Submitted
Triggers when a new document submitted.
Trigger
Instant
Try It
New Payment
Triggers when a new payment is received.
Trigger
Instant
Try It
New Signature
Triggers when a new e-signature is received.
Trigger
Instant
Try It
- First Name
  Required
- Last Name
  Required
- Date of Birth (YYYY-MM-DD)
- Email
  Required
- Phone Number
- Tax Year
  Required
- Job Type
  Required
- Progress Status
  Required
- Send email to request to ask client to complete on-boarding interview
Action
Write
- Client Name
  Required
- Event Type
  Required
- Select Your Event Type
  Required
- Start Date And Time
  Required
- Notes
Action
Write
- Client Id
  Required
- First Name
- Last Name
- Date of Birth (YYYY-MM-DD)
- Email
- Phone Number
- Phone Type
Action
Write

Taxaroo Help & Support

Common questions

Connect Your App Accounts to Zapier

Manage Your App Connections

Use the Power of AI to Generate Zaps (Beta)

What Should I Do in Zapier If I Change an App Account Password

About Taxaroo

Taxaroo streamlines tax & CPA firm management with smart data collection, seamless client communication, and organizational tools.

HelpHelp

Related categories

CRM (Customer Relationship Management)

Taxaroo Integrations

Put Taxaroo to work with AI and enterprise-grade automation

Top companies trust Zapier to automate work and free up time

Join millions worldwide who automate their work using Zapier

Launch your first automated workflow

Organize new Taxaroo documents by creating corresponding rows in Google Sheets

Log new document requests in Taxaroo to a Google Sheets row

Create a Google Sheets row for each new client created in Taxaroo

Create Google Sheets rows from new Taxaroo messages sent

Log new Taxaroo reviews by creating rows in Google Sheets

Add rows in Google Sheets for new appointments scheduled in Taxaroo

Organize new Taxaroo documents by creating corresponding rows in Google Sheets

Log new document requests in Taxaroo to a Google Sheets row

Create a Google Sheets row for each new client created in Taxaroo

Create Google Sheets rows from new Taxaroo messages sent

Log new Taxaroo reviews by creating rows in Google Sheets

Add rows in Google Sheets for new appointments scheduled in Taxaroo

Create clients in Taxaroo for new contacts in Xero effortlessly

Create Google Sheets rows for new Taxaroo signatures

Update client info in Taxaroo and create a new row in Google Sheets spreadsheet

Create a new Google Sheets row for each new payment in Taxaroo

Create clients in Taxaroo for new contacts in Xero effortlessly

Create Google Sheets rows for new Taxaroo signatures

Update client info in Taxaroo and create a new row in Google Sheets spreadsheet

Create a new Google Sheets row for each new payment in Taxaroo

Supported triggers and actions

Taxaroo Help & Support

Common questions

Connect Your App Accounts to Zapier

Manage Your App Connections

Use the Power of AI to Generate Zaps (Beta)

What Should I Do in Zapier If I Change an App Account Password

Popular Taxaroo Integrations

Popular Taxaroo Integrations

Taxaroo Integrations

Put Taxaroo to work with AI and enterprise-grade automation

Top companies trust Zapier to automate work and free up time

Join millions worldwide who automate their work using Zapier

Organize new Taxaroo documents by creating corresponding rows in Google Sheets

Log new document requests in Taxaroo to a Google Sheets row

Create a Google Sheets row for each new client created in Taxaroo

Create Google Sheets rows from new Taxaroo messages sent

Log new Taxaroo reviews by creating rows in Google Sheets

Add rows in Google Sheets for new appointments scheduled in Taxaroo

Organize new Taxaroo documents by creating corresponding rows in Google Sheets

Log new document requests in Taxaroo to a Google Sheets row

Create a Google Sheets row for each new client created in Taxaroo

Create Google Sheets rows from new Taxaroo messages sent

Log new Taxaroo reviews by creating rows in Google Sheets

Add rows in Google Sheets for new appointments scheduled in Taxaroo

Create clients in Taxaroo for new contacts in Xero effortlessly

Create Google Sheets rows for new Taxaroo signatures

Update client info in Taxaroo and create a new row in Google Sheets spreadsheet

Create a new Google Sheets row for each new payment in Taxaroo

Create clients in Taxaroo for new contacts in Xero effortlessly

Create Google Sheets rows for new Taxaroo signatures

Update client info in Taxaroo and create a new row in Google Sheets spreadsheet

Create a new Google Sheets row for each new payment in Taxaroo

Taxaroo Help & Support

Common questions

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Manage Your App Connections

Use the Power of AI to Generate Zaps (Beta)

What Should I Do in Zapier If I Change an App Account Password

Popular Taxaroo Integrations

Popular Taxaroo Integrations

Connect Your App Accounts to Zapier