Connect TaxJar and Bigin
Integrate TaxJar with Bigin to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
List Orders in Taxjar when New Deal Is Created in Bigin
List Categories in Taxjar when New Contact Created in Bigin
Calculate Sales Tax for an Order using TaxJar when New Contact Created in Bigin
Create a Refund Transaction in Taxjar when New Deal Is Created in Bigin
Summarize Tax Rates for All Regions in Taxjar when New Contact Created in Bigin
Popular TaxJar + Bigin flows
Start from a real workflow other teams are already running.
Choose a trigger
TaxJar
When this happens...
- Request a new Trigger for TaxJar
Choose an action
Bigin
Automatically do this!
Create Contact
Update Contact
Update Company
Get Organization Details
Create Or Update Pipeline
Create Or Update Contact
Create Pipeline
List Orders in Taxjar when New Deal Is Created in Bigin
Use this flowList Categories in Taxjar when New Contact Created in Bigin
Use this flowCalculate Sales Tax for an Order using TaxJar when New Contact Created in Bigin
Use this flowCreate a Refund Transaction in Taxjar when New Deal Is Created in Bigin
Use this flowSummarize Tax Rates for All Regions in Taxjar when New Contact Created in Bigin
Use this flowCreate a Customer in TaxJar when New Contact Created in Bigin
Use this flowShow Refund in Taxjar when New Contact Created in Bigin
Use this flowCreate a Refund Transaction in Taxjar when New Contact Created in Bigin
Use this flowShow a Customer in Taxjar when New Contact Created in Bigin
Use this flowCreate an Order Transaction in Taxjar when New Contact Created in Bigin
Use this flowSupported Triggers & Actions
Everything you can automate between TaxJar and Bigin.
When this happensTriggers
A trigger is an event that starts a workflow.
New Contact Created
Runs when a new contact is created in Zoho Bigin.
New Deal Is Created
Runs when a new deal is created in Zoho Bigin.
Do thisActions
Action is the task that follows automatically within your TaxJar integrations.
Create an Order Transaction
Creates a new order transaction in TaxJar.
Create a Customer
Creates a new customer in TaxJar.
List Categories
Gets the latest product categories and corresponding tax codes.
List Customers
Lists existing customers created.
List Nexus Regions
Lists existing nexus regions for a TaxJar account, sorted alphabetically.
Create a Refund Transaction
Creates a new refund transaction in TaxJar.
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 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
About Bigin
Bigin by Zoho CRM is a customer relationship management system tailored for small businesses to streamline sales, marketing, and customer service. Its intuitive pipeline management tracks opportunities across sales stages with customizable workflows.
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Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your TaxJar and Bigin 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 TaxJar and Bigin 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 Bigin. No coding required.
Yes. You can set up a workflow where TaxJar triggers actions in Bigin, and a separate workflow where Bigin triggers actions in TaxJar. 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 TaxJar and Bigin. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire TaxJar and Bigin integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
