Connect Asana and TaxJar
Integrate Asana with TaxJar 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 task is created in the selected project in Asana
Create a Customer in TaxJar when When a new task is created in the selected project in Asana
List Categories in Taxjar when When a new task is created in the selected project in Asana
List Customers in Taxjar when When a new task is created in the selected project in Asana
List Nexus Regions in Taxjar when When a new task is created in the selected project in Asana
Popular Asana + TaxJar flows
Start from a real workflow other teams are already running.
Choose a trigger
Asana
When this happens...
When a new task is created in the selected project
When a new story is added to a task or goal
When a task is completed
When a new tag is created
When a new comment is added to a task
When a new project is created
When a task is assigned
Task Reopened /Mark Incomplete
Choose an action
TaxJar
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
Create an Order Transaction in Taxjar when When a new task is created in the selected project in Asana
Use this flowCreate a Customer in TaxJar when When a new task is created in the selected project in Asana
Use this flowList Categories in Taxjar when When a new task is created in the selected project in Asana
Use this flowList Customers in Taxjar when When a new task is created in the selected project in Asana
Use this flowList Nexus Regions in Taxjar when When a new task is created in the selected project in Asana
Use this flowCreate a Refund Transaction in Taxjar when When a new task is created in the selected project in Asana
Use this flowList Orders in Taxjar when When a new task is created in the selected project in Asana
Use this flowList Refunds in Taxjar when When a new task is created in the selected project in Asana
Use this flowShow a Customer in Taxjar when When a new task is created in the selected project in Asana
Use this flowShow Order in Taxjar when When a new task is created in the selected project in Asana
Use this flowSupported Triggers & Actions
Everything you can automate between Asana and TaxJar.
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 Asana integrations.
Create Task or Subtask
Create a task or subtask and set assignee, start/due dates, notes, followers, tags, and custom fields.
Assign Task
Assign a task to a user by their email address.
Duplicate Task
Copy an existing task and optionally include assignee, attachments, dates, subtasks, tags, and other selected fields.
Find Project
Locate a project by its GID and return the requested project details (for example: gid, name, workspace, owner, team, members, followers, custom fields, or current status).
Get Task Details
Get a task or list of tasks
Add Tags to Task
Add one or more existing or new tags to a task; create tags in the workspace if needed.
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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AI will build it for you
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 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.
Learn moreSimilar apps
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
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Asana and TaxJar 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 Asana and TaxJar 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 TaxJar. No coding required.
Yes. You can set up a workflow where Asana triggers actions in TaxJar, and a separate workflow where TaxJar triggers actions in Asana. 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 Asana and TaxJar. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Asana and TaxJar integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
