When this happens...
New Form Subscriber
New Purchase
New Tag Subscriber
Subscriber Unsubscribes
Tag Removed From Subscriber

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 subscription occurs to a specific form
Triggers when a new purchase is added to your account.
Triggers when a specific tag is added to a subscriber
Runs when subscriber unsubscribes
Triggers when a specific tag is removed from a subscriber
Action is the task that follows automatically within your Kit integrations.
Find the details of a existing subscriber by its ID or Email
Subscribe someone to a specific form.
Add an email address to a specific email sequence.
Remove a specific tag from a subscriber.
Adds a purchase to a subscriber an existing purchase.
Add tag to a specific subscriber.

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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.

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To start, connect both your Kit and TaxJar accounts to viaSocket. Once connected, you can set up a workflow where an event in Kit triggers actions in TaxJar (or vice versa).
Absolutely. You can customize how Kit 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 Kit 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 Kit 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.
ConvertKit is an email marketing platform for professional bloggers. Easily create email sequences, tag subscribers, grow your list, and automate your email marketing.
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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