Connect Docstar and TaxJar to Build Intelligent Automations

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Docstar

When this happens...

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TaxJar

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Pages/Documents

New Pages/Documents

Fetch pages added to the selected collection since the configured recent time window.

Request a new Trigger for Docstar

Do thisActions

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

Create a Document

Create a Document

Create a new page under a specified parent with title, optional URL slug, tab ID, and content.

List Pages/Documents

List Pages/Documents

Retrieve pages from a specified collection, optionally filtering by page name or page ID.

Get Page/Document Content

Get Page/Document Content

Retrieve the content (text and basic metadata) of a specific page or document stored in Docstar.

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.

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Frequently Asked Questions

How do I start an integration between Docstar and TaxJar?

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

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

Absolutely. You can customize how Docstar 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 Docstar and TaxJar?

The data sync between Docstar 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 Docstar 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 Docstar and TaxJar?

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

Docstar

About Docstar

Docstar is a comprehensive document management solution designed to streamline the way businesses handle, store, and access their documents. With advanced features for document capture, indexing, and retrieval, Docstar enhances productivity and ensures secure document handling.

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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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