
When this happens...
New Task
Updated Task
Completed Task

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 new task is created.
Triggers when a task is update.
Triggers when a task is completed
Action is the task that follows automatically within your Microsoft To Do integrations.
Marks a task as completed.
Creates a new list.
Find a task by its id and title.
Creates a new task.
Get an all lists
Get an existing user details.

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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 Microsoft To Do and TaxJar accounts to viaSocket. Once connected, you can set up a workflow where an event in Microsoft To Do triggers actions in TaxJar (or vice versa).
Absolutely. You can customize how Microsoft To Do 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 Microsoft To Do 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 Microsoft To Do 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.
Microsoft To Do is a task management app to help you stay organized and manage your day-to-day. You can use Microsoft To Do to make shopping lists or task lists, take notes, record collections, plan an event, or set reminders to increase your productivity and focus on what matters to you.
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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