Connect salespanel and TaxJar to Build Intelligent Automations

Choose a Trigger

salespanel

When this happens...

Choose an Action

TaxJar

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Enable Integrations or automations with these events of salespanel and TaxJar

Enable Integrations or automations with these events of salespanel and TaxJar

Actions

Create an Order Transaction

Create an Order Transaction

Creates a new order transaction in TaxJar.

Create a Customer

Create a Customer

Creates a new customer in TaxJar.

List Categories

List Categories

Gets the latest product categories and corresponding tax codes.

List Customers

List Customers

Lists existing customers created.

List Nexus Regions

List Nexus Regions

Lists existing nexus regions for a TaxJar account, sorted alphabetically.

Create a Refund Transaction

Create a Refund Transaction

Creates a new refund transaction in TaxJar.

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Frequently Asked Questions

How do I start an integration between salespanel and TaxJar?

To start, connect both your salespanel and TaxJar accounts to viaSocket. Once connected, you can set up a workflow where an event in salespanel triggers actions in TaxJar (or vice versa).

Can we customize how data from salespanel is recorded in TaxJar?

Absolutely. You can customize how salespanel 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.

How often does the data sync between salespanel and TaxJar?

The data sync between salespanel and TaxJar typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from salespanel to TaxJar?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between salespanel and TaxJar?

Yes, you can set conditional logic to control the flow of data between salespanel 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.

salespanel

About salespanel

Salespanel brings all your leads in a single screen when they engage with your emails, marketing newsletters, website page or webforms.

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TaxJar

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.

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