Connect Appcues and TaxJar to Build Intelligent Automations
Choose a Trigger
When this happens...
New Flow
New Segment
New Checklist
New Banner
Choose an Action
Automatically do this!
Create an Order Transaction
Create a Customer
List Categories
List Customers
List Nexus Regions
Create a Refund Transaction
List Orders
List Refunds
Show a Customer
Show Order
Show Refund
Summarize Tax Rates for All Regions
Update a Customer
Update a Refund Transaction
Calculate Sales Tax for an Order
Ready to use Appcues and TaxJar automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Flow
Triggers when a new flow is created.
New Segment
Triggers when a new segment is created.
New Checklist
Triggers when a new checklist is created.
New Banner
Triggers when a new banner is created.
Do thisActions
Action is the task that follows automatically within your Appcues integrations.
Update a Segment
Updates a Segment by its ID.
Create Segment
Creates a new segment.
Update a Group Profile
Updates the profile attributes for the selected group.
Update a User Profile
Updates the profile attributes for the selected user.
Send an Event
Sends a user event to Appcues.
List Flows
List all Flows
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Frequently Asked Questions
To start, connect both your Appcues and TaxJar accounts to viaSocket. Once connected, you can set up a workflow where an event in Appcues triggers actions in TaxJar (or vice versa).
Absolutely. You can customize how Appcues data is recorded in TaxJar. This includes choosing which data fields go into which fields of TaxJar, setting up custom formats, and filtering out unwanted information.
The data sync between Appcues and TaxJar typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Appcues and TaxJar. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
About Appcues
Appcues is a powerful user onboarding and product adoption platform offering multi-channel messaging and actionable insights. It integrates in-app experiences, emails, and push notifications, customized to your brand, to create tailored, automated journeys that boost engagement. With no-code user tracking and activity-based triggers, Appcues ensures precise, timely communication. Detailed insights and reporting tools help measure message performance, track trends, and optimize engagement through A/B testing, improving key metrics like activation and retention.
Learn MoreAbout 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.
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