Connect SimpleKPI and Avalara to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for SimpleKPI
Choose an Action
Automatically do this!
- Request a new Action for Avalara
Enable Integrations or automations with these events of SimpleKPI and Avalara
Enable Integrations or automations with these events of SimpleKPI and Avalara
Actions
Add KPI entry
Add a KPI data entry with a date, actual and target values, and optional notes.
Update KPI entry
Update an existing KPI entry for a given date with new actual, target, or notes.
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Automate Expense Report Approvals via Slack & QuickBooks
- Send for Approval acceptCreate Entry of expensesAdd Step
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Automate Social Media Post Creation and Scheduling Across Multiple Platforms
- InstagramInstagram CaptionGenerate ImagePublish Photo with TaggingAdd Step
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Frequently Asked Questions
To start, connect both your SimpleKPI and Avalara accounts to viaSocket. Once connected, you can set up a workflow where an event in SimpleKPI triggers actions in Avalara (or vice versa).
Absolutely. You can customize how SimpleKPI data is recorded in Avalara. This includes choosing which data fields go into which fields of Avalara, setting up custom formats, and filtering out unwanted information.
The data sync between SimpleKPI and Avalara 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 SimpleKPI and Avalara. 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.
About SimpleKPI
SimpleKPI is KPI Software for companies of all sizes who track Key Performance Indicators and metrics - complete with easy to use tools for visualizing data on dashboards, building engaging reports and analyzing performance.
Learn MoreAbout Avalara
Avalara is a leading provider of cloud-based tax compliance solutions, helping businesses of all sizes manage their sales tax, VAT, and other transactional tax requirements. With Avalara, companies can automate their tax calculations, ensure compliance with the latest tax regulations, and streamline their tax filing processes, reducing the risk of errors and penalties.
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