Connect ProjectManager and TaxJar
Integrate ProjectManager with TaxJar to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create an Order Transaction in Taxjar when New Resource Added in ProjectManager
Create a Customer in TaxJar when New Resource Added in ProjectManager
List Categories in Taxjar when New Resource Added in ProjectManager
List Customers in Taxjar when New Resource Added in ProjectManager
List Nexus Regions in Taxjar when New Resource Added in ProjectManager
Popular ProjectManager + TaxJar flows
Start from a real workflow other teams are already running.
Choose a trigger
ProjectManager
When this happens...
New Resource Added
New Project Created
New Task Created
Timesheet Entry Created/Updated
Choose an action
TaxJar
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
Create an Order Transaction in Taxjar when New Resource Added in ProjectManager
Use this flowCreate a Customer in TaxJar when New Resource Added in ProjectManager
Use this flowList Categories in Taxjar when New Resource Added in ProjectManager
Use this flowList Customers in Taxjar when New Resource Added in ProjectManager
Use this flowList Nexus Regions in Taxjar when New Resource Added in ProjectManager
Use this flowCreate a Refund Transaction in Taxjar when New Resource Added in ProjectManager
Use this flowList Orders in Taxjar when New Resource Added in ProjectManager
Use this flowList Refunds in Taxjar when New Resource Added in ProjectManager
Use this flowShow a Customer in Taxjar when New Resource Added in ProjectManager
Use this flowShow Order in Taxjar when New Resource Added in ProjectManager
Use this flowSupported Triggers & Actions
Everything you can automate between ProjectManager and TaxJar.
When this happensTriggers
A trigger is an event that starts a workflow.
New Resource Added
Runs when a new person, material, or tool is added to your account
New Project Created
Runs when a new project is created in ProjectManager.
New Task Created
Runs when a new task is created, optionally only for a specific project.
Timesheet Entry Created/Updated
Runs when a timesheet entry is created/updated.
Do thisActions
Action is the task that follows automatically within your ProjectManager integrations.
Create Project
Create a new project
Create Task
Creates a new task in your project.
Update Project
Update selected fields of an existing project. Empty fields remain unchanged.
Update Task
Update an existing task; empty fields remain unchanged.
Update Timesheet Entry ID
Update an existing timesheet entry, useful for incrementing the total hours logged or adding notes about the entry
Get Project Details
Get details of a specific project.
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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About ProjectManager
ProjectManager.com is a simple yet powerful online project management tool that enables you and your team to plan, track, monitor and report on your projects in real-time.
Learn moreSimilar apps
About TaxJar
TaxJar’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.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your ProjectManager and TaxJar accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between ProjectManager and TaxJar as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach TaxJar. No coding required.
Yes. You can set up a workflow where ProjectManager triggers actions in TaxJar, and a separate workflow where TaxJar triggers actions in ProjectManager. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between ProjectManager and TaxJar. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire ProjectManager and TaxJar integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
