
When this happens...
Unsubscribed Recipient
New Campaign
New Company

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 recipient be unsubscribes from an email subscription list.
Triggers when a new campaign is created.
Triggers when a new company is created.
Action is the task that follows automatically within your Lemlist integrations.
Add lead to a campaign
Search a lead
Add a recipient to unsubscribe list
Resume lead from all campaigns
Remove lead from unsubscribe
Remove lead from a campaign

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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 Lemlist and TaxJar accounts to viaSocket. Once connected, you can set up a workflow where an event in Lemlist triggers actions in TaxJar (or vice versa).
Absolutely. You can customize how Lemlist 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 Lemlist 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 Lemlist 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.
lemlist is an email outreach platform that enables users to create, send, and track personalized email campaigns. It offers features like automated follow-ups, A/B testing, and detailed analytics to help improve email outreach efforts.
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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