
When this happens...
New List Created
New List Item Created
Updated List Item

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 new list is created.
Triggers when new item in the list is created.
Trigger when existing item in the list is updated.
Action is the task that follows automatically within your Microsoft Sharepoint integrations.
Create a new list
Creates a new List Item.
Update an existing list item.
Delete an existing list item.
Find an existing list item on user given value.
Creates a new order transaction in TaxJar.

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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 Sharepoint and TaxJar accounts to viaSocket. Once connected, you can set up a workflow where an event in Microsoft Sharepoint triggers actions in TaxJar (or vice versa).
Absolutely. You can customize how Microsoft Sharepoint 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 Sharepoint 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 Sharepoint 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 SharePoint is a service that helps organizations share content to quickly find information and seamlessly collaborate.
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