
When this happens...
Booking Cancelled
Booking Created
Booking Rescheduled
New Site Contact
New Order
New Form Response

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.
Triggers when a booking is cancelled.
Triggers when a new booking is created.
Triggers when a booking is rescheduled.
Triggers when a new site contact is created.
Triggers when an order is created.
Triggers when a new form response is created.
Action is the task that follows automatically within your Fingertip integrations.
Create a site contact in Fingertip.
Create a new site with ready-to-use pages, themes, and blocks.
Creates a new page within a site with the provided content.
Create a new invitation for a user to join your site.
Creates a new order transaction in TaxJar.
Creates a new customer in TaxJar.

Gain insights into how viaSocket functions through our detailed guide. Understand its key features and benefits to maximize your experience and efficiency.

Unlock your team's potential with 5 straightforward automation hacks designed to streamline processes and free up valuable time for more important work.

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 Fingertip and TaxJar accounts to viaSocket. Once connected, you can set up a workflow where an event in Fingertip triggers actions in TaxJar (or vice versa).
Absolutely. You can customize how Fingertip 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 Fingertip 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 Fingertip 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.
Fingertip is a comprehensive platform designed to enhance team collaboration and productivity. It offers tools and features that facilitate seamless communication, task management, and project tracking, making it an ideal solution for businesses looking to streamline their operations and improve team efficiency.
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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