Automated Trigger Engine

TaxSlayer Pro-mirrored event-driven automation with AI-powered task generation

21/21 Active

21

Active Triggers

2,138

Total Runs

99%

Avg Success Rate

8/15

Tasks Completed

Client Intake Submitted

highactiveintake

Fires when a client completes the TaxesToGo-style intake form

client_intake_submittedSend Document Checklist + Create Intake Session

intakeRouter.createSession → send checklist email → create ERO task

142 runs

99% success

Last: 2h ago

Appointment Booked

highactiveintake

Fires when a client books an appointment via the booking page

appointment_bookedCreate Intake Session + Send Prep Checklist

appointments.create → intake.createSession → send prep checklist

89 runs

100% success

Last: 4h ago

New Client Created

mediumactiveintake

Fires when a new client record is created in the system

new_client_createdSend Welcome Email + Create Onboarding Task

clients.create → send welcome → eroQueue.createTask(onboarding)

67 runs

98% success

Last: 1d ago

All Documents Received

highactivedocuments

Fires when all required documents are uploaded and verified

documents_receivedCreate Preparer Task Assignment + Notify Supervisor

intake.updateStatus(documents_received) → eroQueue.assignPreparer

201 runs

97% success

Last: 30m ago

Document Uploaded

mediumactivedocumentsIRS Pub. 4557 §3

Fires when a client uploads a document (W-2, 1099, etc.)

document_uploadedAI OCR Analysis + Update Document Status

aiDataEntry.analyzeDocument → update doc status → notify preparer

445 runs

95% success

Last: 15m ago

Missing Document Detected

highactivedocuments

Fires when a required document is not received by the deadline

document_missingSend Reminder Email + Escalate to Manager

intake.listDocuments → detect missing → send reminder → escalate

34 runs

100% success

Last: 2d ago

Return Assigned to Preparer

mediumactivepreparation

Fires when a tax return is assigned to a specific preparer

return_assignedSend Client Notification + Update ERO Queue

taxReturns.assign → notify client → eroQueue.updateStatus

178 runs

100% success

Last: 3h ago

Return Prepared for Review

criticalactivepreparationIRS Form 8879

Fires when a preparer marks a return as ready for review

return_preparedSend E-Sign Package (8879) + Notify Reviewer

esign.createPackage(8879) → notify reviewer → update status

156 runs

98% success

Last: 5h ago

Return Review Completed

highactivepreparation

Fires when a reviewer approves or flags a return

return_reviewedSend Client Review Package + Request Approval

approvals.create → send client summary → request e-signature

134 runs

99% success

Last: 6h ago

IRC §7216 Consent Required

criticalactivecomplianceIRC §7216

Fires when a return requires IRC §7216 consent before disclosure

consent_requiredSend Consent Forms to Client Portal

consent.createRequest → notify client → block disclosure until signed

89 runs

100% success

Last: 1d ago

IRC §7216 Consent Signed

criticalactivecomplianceIRC §7216

Fires when a client signs the IRC §7216 consent form

consent_signedRecord Consent + Unlock Disclosure Actions

consent.submitConsent → record IP/timestamp → unlock bank product

78 runs

100% success

Last: 1d ago

Form 8821 Filed

highactivecomplianceIRS Form 8821

Fires when an IRS Form 8821 authorization is submitted

form_8821_filedGrant IRS Account Access + Update Authorization Status

irsAuthorization.create8821 → update status → notify preparer

45 runs

100% success

Last: 3d ago

Client Approved Return (8879 Signed)

criticalactiveefileIRS Form 8879

Fires when a client signs Form 8879 authorizing e-file

client_approvedQueue for IRS MeF Transmission

mefGateway.queueReturn → update status(ready_to_transmit)

134 runs

99% success

Last: 4h ago

Return E-Filed Successfully

criticalactiveefileIRS Pub. 3112

Fires when IRS MeF acknowledges acceptance of a return

return_efiledSend Confirmation + Activate Refund Tracker

notify client → update status(filed) → activate refund tracker

128 runs

100% success

Last: 5h ago

Return Rejected by IRS

criticalactiveefileIRS Pub. 3112 §5

Fires when IRS MeF rejects a return with an error code

return_rejectedCreate Rejection Task + Notify Preparer

mefRejectionCodes.lookup → create fix task → notify preparer + client

12 runs

100% success

Last: 1w ago

Bank Product Approved

highactivebanking

Fires when Santa Barbara TPG approves a refund transfer

bank_product_approvedSend Bank Product Summary + Update Client Status

bankProducts.updateStatus → notify client → update return status

67 runs

98% success

Last: 2d ago

Refund Funded

highactivebanking

Fires when the IRS deposits the refund or bank product funds

refund_fundedSend Refund Notification + Bank Product Summary

notify client → send refund summary → update status(completed)

89 runs

100% success

Last: 1d ago

Preparation Fee Received

mediumactivebanking

Fires when a client pays the preparation fee via Stripe

payment_receivedUpdate Return Status + Send Receipt

stripe.webhook → update enrollment → send receipt email

34 runs

100% success

Last: 3d ago

Audit Risk Flag Detected

criticalactivecomplianceCircular 230 §10.22

Fires when AI detects a high audit risk score on a return

audit_flag_detectedCreate Audit Defense Case + Notify Supervisor

aicAnalysis.riskScore > 70 → auditDefense.createCase → notify

8 runs

100% success

Last: 1w ago

Security Event Detected

criticalactivesecurityIRS Pub. 4557

Fires when a suspicious login, data access, or breach is detected

security_eventLog Security Event + Alert Owner

securityEvents.create → notifyOwner → trigger WISP incident response

3 runs

100% success

Last: 2w ago

IRS Notice Received

criticalactivecomplianceCircular 230 §10.33

Fires when an IRS notice is logged in the Audit Defense system

irs_notice_receivedCreate Response Case + Set 30-Day Deadline

auditDefense.createCase → set deadline → assign to ERO

5 runs

100% success

Last: 1w ago