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How Zapier works
Zapier makes it easy to integrate BoomTax with Formatter by Zapier - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "New Filing" from BoomTax.
Add your action
An action happens after the trigger—such as "Date / Time" in Formatter by Zapier.
You’re connected!
Zapier seamlessly connects BoomTax and Formatter 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 Filing
Triggers when a new filing is created.
Try ItTriggerPolling - Filing TypeRequired
- Payer NameRequired
ActionWrite- FilingRequired
- Notification Emails
- Silent Mode
- Opt-In to State E-Filing
ActionWrite- TransformRequired
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- TransformRequired
ActionWrite- TransformRequired
ActionWrite
For AI agents & developers
Use BoomTax and Formatter by Zapier with AI agents and code
Beyond Zap workflows. Call BoomTax and Formatter by Zapier actions directly from your AI client or your codebase, using the same 9,000+ app integrations Zapier already runs.
Connect via Zapier MCP
Expose BoomTax and Formatter by Zapier actions as tools in any MCP client. Authenticate once, then call them in natural language.
Example actions on this page
Works with
Claude · ChatGPT · Cursor · any MCP-compatible client
Call from code with the Zapier SDK
Trigger BoomTax and Formatter by Zapier actions from backend services, scripts, or agent code.
Install
# TypeScript / Node npm install @zapier/zapier-sdk
Run an action
import { createZapierSdk } from '@zapier/zapier-sdk';
const zapier = createZapierSdk();
await zapier.runAction({ /* boomtax-w-aca-e-file / formatter action */ });There is no Python package yet. SDK is TypeScript-only (@zapier/zapier-sdk). The MCP server URL is personal to your account; get it at zapier.com/mcp.
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