IntegrationsCheckFlowTaxJar
CheckFlow + TaxJar

Connect CheckFlow and TaxJar to Build Intelligent Automations

Choose a Trigger

CheckFlow

When this happens...

Choose an Action

TaxJar

Automatically do this!

Ready to use CheckFlow and TaxJar automations

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

Task Completed

Task Completed

Triggers when a new task is created in Checkflow.

File Uploaded

File Uploaded

Triggers when a new file is uploaded within a task.

New Checklist

New Checklist

Triggers when a new checklist is created.

Request a new Trigger for CheckFlow

Do thisActions

Action is the task that follows automatically within your CheckFlow integrations.

Create a Checklist

Create a Checklist

Creates a new checklist

Share Checklist

Share Checklist

Creates a shared URL for a valid Checklist Id

Create an Order Transaction

Create an Order Transaction

Creates a new order transaction in TaxJar.

Create a Customer

Create a Customer

Creates a new customer in TaxJar.

List Categories

List Categories

Gets the latest product categories and corresponding tax codes.

List Customers

List Customers

Lists existing customers created.

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Frequently Asked Questions

How do I start an integration between CheckFlow and TaxJar?

To start, connect both your CheckFlow and TaxJar accounts to viaSocket. Once connected, you can set up a workflow where an event in CheckFlow triggers actions in TaxJar (or vice versa).

Can we customize how data from CheckFlow is recorded in TaxJar?

Absolutely. You can customize how CheckFlow 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.

How often does the data sync between CheckFlow and TaxJar?

The data sync between CheckFlow and TaxJar typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from CheckFlow to TaxJar?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between CheckFlow and TaxJar?

Yes, you can set conditional logic to control the flow of data between CheckFlow 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.

CheckFlow

About CheckFlow

Checkflow is a powerful tool designed to streamline and automate your workflow processes. It helps teams manage tasks, track progress, and ensure that all steps in a process are completed efficiently. With Checkflow, you can create custom workflows, assign tasks, and monitor the status of each project in real-time, making it an essential tool for enhancing productivity and collaboration.

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TaxJar

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.

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