
When this happens...

Automatically do this!
Create Record
Update Record
Delete Record/s
Create Table
List Team's
Update an Team
Delete Team
Find or Create Record
Create or Update Record
When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when a new Record is created.
Triggers when a Record is updated.
Trigger When A new Team Create
Triggers when a Record is updated, or a new Record is added.
Action is the task that follows automatically within your TaxJar integrations.
Creates a new order transaction in TaxJar.
Creates a new customer in TaxJar.
Gets the latest product categories and corresponding tax codes.
Lists existing customers created.
Lists existing nexus regions for a TaxJar account, sorted alphabetically.
Creates a new refund transaction in TaxJar.

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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 TaxJar and Grist accounts to viaSocket. Once connected, you can set up a workflow where an event in TaxJar triggers actions in Grist (or vice versa).
Absolutely. You can customize how TaxJar data is recorded in Grist. This includes choosing which data fields go into which fields of Grist, setting up custom formats, and filtering out unwanted information.
The data sync between TaxJar and Grist 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 Grist. 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.
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 MoreGrist is a modern spreadsheet and database hybrid that empowers users to organize and analyze their data with ease. It offers a flexible platform for creating custom applications, allowing users to manage their data in a way that suits their specific needs. With Grist, you can collaborate with your team, automate workflows, and gain insights from your data, all within a user-friendly interface.
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