
When this happens...
New Document
New Photo
New Project
Todo / Checklist Completed
Photo Tagged
Comment Created
Photo Updated
Project Updated
Label Added In Project
Contact Added To Project
Contact Updated To Project
Merged Project
Archived Project
Project Deleted
Comment All

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
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When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when a document is added to a project.
Triggers when a new photo is added to a company project.
Triggers when you add a new project.
Triggers when a checklist is completed.
Triggers when a photo is tagged
Triggers when a new comment is created.
Action is the task that follows automatically within your CompanyCam integrations.
Adds a new photo to an existing project
Creates a new checklist on a project from a template
Creates a new project in your account
Adds an existing Project Label or creates a new one if it does not exist.
Updates the Project Notepad.
Find a project by name or address . Optionally creates a new project if none is found.

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To start, connect both your CompanyCam and TaxJar accounts to viaSocket. Once connected, you can set up a workflow where an event in CompanyCam triggers actions in TaxJar (or vice versa).
Absolutely. You can customize how CompanyCam 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 CompanyCam 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 CompanyCam 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.
CompanyCam is an app built for contractors and trades professionals to capture and organize important job site information, including photos and documents. Connecting CompanyCam with other software and CRMs allows users to keep tabs on progress and improve their processes.
Learn MoreTaxJar’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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