Create integrations between TaxJar and Close
Create an Order Transaction in Taxjar when New Contact in Close
Create a Customer in TaxJar when New Contact in Close
List Categories in Taxjar when New Contact in Close
List Customers in Taxjar when New Contact in Close
List Nexus Regions in Taxjar when New Contact in Close
Create a Refund Transaction in Taxjar when New Contact in Close
List Orders in Taxjar when New Contact in Close
List Refunds in Taxjar when New Contact in Close
Show a Customer in Taxjar when New Contact in Close
Show Order in Taxjar when New Contact in Close
Actions and Triggers
When this happensTriggers
New Contact
Triggers when a new contact is created.
New Email
Triggers when a new incoming Email is created or an outgoing Email is sent.
New Lead
Triggers when a new lead is created.
New Task
Triggers when a new task is created or completed.
New Opportunity
Triggers when a new opportunity is added.
Do thisActions
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.
Frequently Asked Questions
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 MoreAbout Close
Close is a powerful CRM platform designed to help sales teams close more deals and manage their customer relationships effectively. With features like email automation, calling, and reporting, Close streamlines the sales process and enhances productivity.
Learn More
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