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Connect Dootax integrations

Navigate Brazilian tax compliance by automating Dootax to calculate liabilities and generate payment guides. Linking this platform to our workflow automation tool lets you monitor paid tax receipts, cancel specific guides, and import XML files. Create your free Make account today to start building your first tax compliance pipeline.

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Build your Dootax integrations.

Boost your business efficiency by automating Dootax workflows with Make. Connect your tax tools to hundreds of apps to sync data and eliminate manual tasks. Try Make today to integrate Dootax.

Dootax
Cancelar uma Guia

Efetua o cancelamento de uma Guia.

Action
Dootax
Criar ou Atualizar um Usuário

Cria ou altera usuário.

Action
Dootax
Enviar um Arquivo

Importação de arquivos (XML para NFe/CTe ou JSON conforme manual Dootax) para Emissão e Pagamento de Guias.

Action
Dootax
Fazer uma chamada API

Fazer uma chamada arbitrária autorizada de API.

Action
Dootax
Listar Detalhes do Lote de Pagamento

Retorna detalhes de arquivo de pagamento.

Search
Dootax
Listar Empresas

Listar as empresas (matrizes) cadastradas no Dootax. Matrizes normalmente tem no seu CNPJ "/0001".

Search
Dootax
Listar Usuários

Listar todos usuários.

Search
Dootax
Monitorar Guias

Retorna as guias mais recentes com possibilidade de filtros.

Trigger, Acid
Dootax
Monitorar Guias Pagas

Identifica novas Guias Pagas através do PSN (Número Sequencial de Pagamento). * PSN é diferente do ID Conta ou ID Pagamento.

Trigger, Acid

Connect any app with Dootax

Popular Dootax workflows.

Automate your Dootax processes using Make. Connect your apps, sync tax data, and simplify your daily workflows.

Unlock powerful tax automation by integrating Dootax with the Make platform.

By integrating Dootax with Make, you can automate tax document backups, sync financial data, and send instant alerts to your team. Eliminate manual entry errors and optimize your workflow with direct application connections.

Automated Tax Document Backups

Automatically save newly issued tax documents and certificates from Dootax directly to cloud storage services like Google Drive or Dropbox.

Instant Team Alerts

Keep your finance team informed by automatically sending Slack or Microsoft Teams notifications whenever a tax payment is completed or requires attention.

Seamless ERP and CRM Syncing

Connect Dootax to your sales platforms to automatically trigger tax calculations and document generation as soon as a deal closes.

Streamlined Task Management

Automatically generate task cards in project management tools like Trello or Asana whenever new tax deadlines or requirements arise in Dootax.

FAQ

Start by registering for Make. As a new Make user, you’ll automatically be assigned a free account. Once your account is set up, you can start creating your first scenarios. We recommend starting with our step-by-step video tutorial.

A scenario represents a workflow or a project of your own creation, and it is made up of a series of modules that automate apps and services. Creating a scenario allows you to transfer and transform data between apps and services via these modules to automate anything and improve the way you work.

Modules are the main building blocks of automation in Make. Modules represent actions that Make performs with an app, like creating, updating, or deleting data.

Mapping links the modules in your scenario. When you map an item, you connect the data retrieved by one module to another module to perform the desired action. For example, you can map email addresses and subject lines to create a spreadsheet using this data.

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