
When this happens...
New Collection
New Document Created
New Page Is Created
New Site

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
Explore more automations built by businesses and experts
When this happensTriggers
A trigger is an event that starts a workflow.
runs when New Collection Created
Runs when new document is created
runs when New Page Is Created
Runs when new site is created
Action is the task that follows automatically within your siteleaf integrations.
Create a new document in Siteleaf
Create a new page on the site
Publish your site
Creates a new order transaction in TaxJar.
Creates a new customer in TaxJar.
Gets the latest product categories and corresponding tax codes.

Gain insights into how viaSocket functions through our detailed guide. Understand its key features and benefits to maximize your experience and efficiency.

Unlock your team's potential with 5 straightforward automation hacks designed to streamline processes and free up valuable time for more important work.

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 siteleaf and TaxJar accounts to viaSocket. Once connected, you can set up a workflow where an event in siteleaf triggers actions in TaxJar (or vice versa).
Absolutely. You can customize how siteleaf 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 siteleaf 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 siteleaf 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.
Send invitations to clients, colleagues, and others to edit and review sites. Managing content in Siteleaf is easy enough anyone can do it, with nothing to install.
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.
Learn More