
When this happens...
Update Documet
New Ingest Document
New Group
Update Bucket
New Bucket

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
When this happensTriggers
A trigger is an event that starts a workflow.
Trigger when an existing Ingest document is updated.
Trigger when new Ingest document is created.
Trigger when new Group is created.
Trigger when an existing bucket is updated.
Trigger when new bucket is created.
Action is the task that follows automatically within your EyeLevel AI integrations.
Creates a Bucket.
Update an existing bucket.
Delete an existing bucket.
Creates a Group.
Update an existing group.
Delete an existing group.

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Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your EyeLevel AI and TaxJar accounts to viaSocket. Once connected, you can set up a workflow where an event in EyeLevel AI triggers actions in TaxJar (or vice versa).
Absolutely. You can customize how EyeLevel AI 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 EyeLevel AI 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 EyeLevel AI 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.
EyeLevel allows you to launch automated chats anywhere you advertise, including from your website, QR codes, paid social, paid search, email marketing, and more. Live chat with your customers using SMS text, Slack, or Microsoft Teams.
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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