Connect TaxJar and Asana
Integrate TaxJar with Asana to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create an Order Transaction in Taxjar when When a new story is added to a task or goal in Asana
Create a Customer in TaxJar when When a new story is added to a task or goal in Asana
List Categories in Taxjar when When a new story is added to a task or goal in Asana
List Customers in Taxjar when When a new story is added to a task or goal in Asana
List Nexus Regions in Taxjar when When a new story is added to a task or goal in Asana
Popular TaxJar + Asana flows
Start from a real workflow other teams are already running.
Choose a trigger
TaxJar
When this happens...
- Request a new Trigger for TaxJar
Choose an action
Asana
Automatically do this!
Create Task or Subtask
Assign Task
Duplicate Task
Find Project
Get Task Details
Add Tags to Task
Create an Order Transaction in Taxjar when When a new story is added to a task or goal in Asana
Use this flowCreate a Customer in TaxJar when When a new story is added to a task or goal in Asana
Use this flowList Categories in Taxjar when When a new story is added to a task or goal in Asana
Use this flowList Customers in Taxjar when When a new story is added to a task or goal in Asana
Use this flowList Nexus Regions in Taxjar when When a new story is added to a task or goal in Asana
Use this flowList Orders in Taxjar when When a new story is added to a task or goal in Asana
Use this flowList Refunds in Taxjar when When a new story is added to a task or goal in Asana
Use this flowShow a Customer in Taxjar when When a new story is added to a task or goal in Asana
Use this flowShow Order in Taxjar when When a new story is added to a task or goal in Asana
Use this flowShow Refund in Taxjar when When a new story is added to a task or goal in Asana
Use this flowSupported Triggers & Actions
Everything you can automate between TaxJar and Asana.
When this happensTriggers
A trigger is an event that starts a workflow.
When a new task is created in the selected project
Runs the workflow automatically whenever a new task is created in the selected project.
When a new story is added to a task or goal
Runs the workflow automatically whenever a new story is added to a task or goal.
When a task is completed
Runs the workflow automatically whenever any task is completed.
When a new tag is created
Runs the workflow automatically when a new tag is created in the selected workspace.
When a new comment is added to a task
Runs the workflow automatically whenever a new comment is added to a task, either on a specific task or on tasks within a selected project.
When a new project is created
Runs the workflow automatically whenever a new project is created.
Do thisActions
Action is the task that follows automatically within your TaxJar integrations.
Create an Order Transaction
Creates a new order transaction in TaxJar.
Create a Customer
Creates a new customer in TaxJar.
List Categories
Gets the latest product categories and corresponding tax codes.
List Customers
Lists existing customers created.
List Nexus Regions
Lists existing nexus regions for a TaxJar account, sorted alphabetically.
Create a Refund Transaction
Creates a new refund transaction in TaxJar.
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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About TaxJar
TaxJar’s award-winning solution makes it easy to automate sales tax management, reporting and filing. We obsessively leverage technology and exceptional customer service to help you focus on what matters most — growing your business.
Learn more
About Asana
Organize your work and boost your team's productivity with Asana. This easy-to-use app helps you manage tasks, projects, and deadlines all in one place.
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Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your TaxJar and Asana accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between TaxJar and Asana as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Asana. No coding required.
Yes. You can set up a workflow where TaxJar triggers actions in Asana, and a separate workflow where Asana triggers actions in TaxJar. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between TaxJar and Asana. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire TaxJar and Asana integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
