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Connect Taxaroo and PingBell to unlock the power of automation

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How Zapier works

Zapier makes it easy to integrate Taxaroo with PingBell - no code necessary. See how you can get setup in minutes.

Select a trigger from Taxaroo

A trigger is an event that starts your Zap and runs the workflow. For example, with Taxaroo, a trigger could be "New Appointment Scheduled."

A trigger is the event that kicks off your automated workflow.

Setup an action from PingBell

An action is what takes place after the automation is triggered. For example, with PingBell, the action could be "Notify PingBell."

An action is the event that your automated workflow performs when triggered.

That’s it! You just connected Taxaroo to PingBell

With Zapier, it’s never been easier to connect your apps together and automate your most tedious work. Save hours every month.

Triggers and actions are the main components of every automated workflow.

Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023

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Customers who say using Zapier has made them better at their job

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

Make work flow with AI

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

Learn about AI automation

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Connect Taxaroo and PingBell 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.

Integration categories

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

An illustration representing how to automate lead management with Zapier.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

An illustration representing how to measure campaign impact with Zapier.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

An illustration representing how to automate customer support with Zapier.

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.

An illustration representing how to move and manage data with Zapier.

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.

An illustration of a flow chart representing how to resolve tickets and incidents with 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.

triggers, actions, or triggers and actions

New Appointment Scheduled
Triggers when a new appointment is scheduled.
Trigger
Instant
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New Document Requested
Triggers when a new document is requested.
Trigger
Instant
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New Message Sent
Triggers when a new message is sent by a customer.
Trigger
Instant
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New Review Received
Triggers when a new review is received.
Trigger
Instant
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Update Client Info
Triggers when client updates own information.
Trigger
Instant
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- Client Name
  Required
- Tax Year
  Required
- Job Type
  Required
- Price
  Required
- Invoice Description
  Required
Action
Write
- Client Name
  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
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New Document Submitted
Triggers when a new document submitted.
Trigger
Instant
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New Payment
Triggers when a new payment is received.
Trigger
Instant
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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
  Required
- Last Name
  Required
- Date of Birth (YYYY-MM-DD)
- Email
  Required
- Phone Number
- Phone Type
Action
Write
- Client Id
  Required
Action
Write

About Taxaroo

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

Related categories

CRM (Customer Relationship Management)

About PingBell

PingBell notifies your entire team whenever a conversion happens on your website or app.

Related categories

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