Connect TaxJar and Harvest
Integrate TaxJar with Harvest to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create an Order Transaction in Taxjar when New Client Created in Harvest
Create a Customer in TaxJar when New Client Created in Harvest
List Categories in Taxjar when New Client Created in Harvest
List Customers in Taxjar when New Client Created in Harvest
List Nexus Regions in Taxjar when New Client Created in Harvest
Popular TaxJar + Harvest 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
Harvest
Automatically do this!
Create a Client
Update a Client
Create a Contact
Update a Contact
Find a Task
Create a Task
Find a Project
Create a Time Entry
Start Timer
Stop Timer
Create a client
Create an Order Transaction in Taxjar when New Client Created in Harvest
Use this flowCreate a Customer in TaxJar when New Client Created in Harvest
Use this flowList Categories in Taxjar when New Client Created in Harvest
Use this flowList Customers in Taxjar when New Client Created in Harvest
Use this flowList Nexus Regions in Taxjar when New Client Created in Harvest
Use this flowCreate a Refund Transaction in Taxjar when New Client Created in Harvest
Use this flowList Orders in Taxjar when New Client Created in Harvest
Use this flowList Refunds in Taxjar when New Client Created in Harvest
Use this flowShow a Customer in Taxjar when New Client Created in Harvest
Use this flowShow Order in Taxjar when New Client Created in Harvest
Use this flowSupported Triggers & Actions
Everything you can automate between TaxJar and Harvest.
When this happensTriggers
A trigger is an event that starts a workflow.
New Client Created
Trigger when new client is created
New User
Trigger when user is created
New Contact
Trigger when new contact is created
New Project
Trigger when new project is created
New Time entry
Trigger when new time entry is created
List Invoice Sent
List Invoice Sent
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.
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About Harvest
Harvest is a time-tracking and invoicing application that simplifies the process of tracking time for various tasks and projects. It helps organizations and freelancers easily bill clients and better manage their time spent on tasks.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your TaxJar and Harvest 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 Harvest 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 Harvest. No coding required.
Yes. You can set up a workflow where TaxJar triggers actions in Harvest, and a separate workflow where Harvest 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 Harvest. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire TaxJar and Harvest integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
