Connect TaxPlanIQ and ChatGPT (OpenAI) to unlock the power of automation

No credit card required
Free forever for core features
14-day trial for premium features and apps

Choose a Trigger

Choose an Action

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Zapier makes it easy to integrate TaxPlanIQ with ChatGPT (OpenAI) - no code necessary. See how you can get setup in minutes.

100%

Help

1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap.

Add your action

An action happens after the trigger—such as "Analyze Images" in ChatGPT (OpenAI).

You’re connected!

Zapier seamlessly connects TaxPlanIQ and ChatGPT (OpenAI), automating your workflow.

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

G2 Badge - Most Implementable - Winter 2024

G2 Badge - Leader Mid-Market - Winter 2024

93%

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 TaxPlanIQ to ChatGPT (OpenAI) integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

Connect TaxPlanIQ and ChatGPT (OpenAI) 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.

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.

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.

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.

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.

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.

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.

- Proposal Value
  Required
- Client Email
  Required
- Start Date
  Required
- End Date
- Proposal Url
- Proposal Name
Action
Write
- Message
- Images
  Required
- Max Tokens
Action
Write
- Text to Be Analyzed
  Required
- Info_1
- Max Tokens
- Model
  Required
- Temperature
Action
Write
- Copy
- Model
  Required
- Text to be classified
  Required
Action
Write
- Model
  Required
- Message
- Instructions
- Memory Key
- Images
  Required
- File_clarification
- Files
- Max Tokens
- Temperature
- Top P
- Tools
- Response Format
- Tool Choice
- Info_2
Action
Write

- Message
  Required
- Assistant
- Assistant Name
- Assistant_instructions
- Model
  Required
- Tools
- Memory Key
- New Files
- Existing Files
- Response Instructions
Action
Write
- Name
- New Files
- Existing Files
- Metadata
Action
Write

- Prompt
- Model
  Required
- Description
- Values to Extract
  Required
Action
Write
- Info_1
- Info_2
- Model
  Required
- Prompt
- Temperature
- Max Tokens
- Stop Sequences
- Top P
- Frequency Penalty
- Presence Penalty
Action
Write
- Info_1
- Info_2
- Model
  Required
- Input
  Required
- Voice
  Required
- Response Format
- Speed
Action
Write
- File
  Required
- Purpose
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Filename To Search For
  Required
- File_purpose_to_search_for
Action
Search
- Name_to_search_for
  Required
- Model
  Required
- Name
- Description
- Instructions
- Tools
- New Files
- Existing Files
- Vector Store
- Metadata
Action
Search or write

- Message
- Images
  Required
- Max Tokens
Action
Write
- Text to Be Analyzed
  Required
- Model
  Required
- Analysis Type
  Required
- Info_1
- Temperature
- Top P
Action
Write
- Message
- Model
  Required
- Use Latest Stable Version
- Memory Key
- User Name
- Assistant Name
- Assistant Instructions
- Max Tokens
- Temperature
- Top P
- Info_2
Action
Write
- Text to be classified
  Required
- Categories
  Required
- Model
  Required
- Max Tokens
- Temperature
- Top P
Action
Write
- Model
  Required
- Name
- Description
- Instructions
- Tools
- New Files
- Existing Files
- Vector Store
- Metadata
Action
Write
- File
  Required
- Prompt
- Response Format
- Language of the Audio
Action
Write
- Prompt
- Model
  Required
- Description
- Values to Extract
  Required
Action
Write
- Prompt
- Model
  Required
- User
Action
Write
- Text to Be Summarized
  Required
- Model
  Required
- Max Tokens
- Temperature
- Top P
Action
Write
- File
  Required
- Prompt
- Response Format
- Temperature
Action
Write
- Name
- Recipient Email
  Required
- From Name
  Required
- Prompt
- Tone
  Required
- Body Type
  Required
- Info_3
- Model
  Required
- Max Tokens
- Temperature
- Top P
Action
Write
- Name_to_search_for
  Required
Action
Search
- Query
  Required
- Documents
  Required
Action
Search
- Filename To Search For
  Required
- File_purpose_to_search_for
- File
  Required
- Purpose
Action
Search or write

Learn how to automate ChatGPT (OpenAI) on the Zapier blog

About TaxPlanIQ

TaxPlanIQ is an easy-to-use tax planning SaaS platform designed to make Tax Planning quick, easy, and profitable for tax planners.

HelpHelp

Related categories

Taxes

About ChatGPT (OpenAI)

ChatGPT is an AI tool built by OpenAI that enables conversational automation.

Learn moreLearn moreHelpHelp