Connect TaxJar and Cradl AI to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for TaxJar
Choose an Action
Automatically do this!
List Documents
Create Dataset
Create Document
List users
List Agent
Create agent
Update agent
Delete agent
Get Agent Run
Ready to use TaxJar and Cradl AI automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Document
Triggers when a new document is created.
New Dataset
Triggers when a new dataset is created.
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.
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Frequently Asked Questions
To start, connect both your TaxJar and Cradl AI accounts to viaSocket. Once connected, you can set up a workflow where an event in TaxJar triggers actions in Cradl AI (or vice versa).
Absolutely. You can customize how TaxJar data is recorded in Cradl AI. This includes choosing which data fields go into which fields of Cradl AI, setting up custom formats, and filtering out unwanted information.
The data sync between TaxJar and Cradl AI 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 TaxJar and Cradl AI. 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 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 Cradl AI
Cradl AI is a no-code tool for automating document workflows using customized AI - fully automated or with human-in-the-loop validation.
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