Connect TaxJar and Heepsy to Build Intelligent Automations

Choose a Trigger

TaxJar

When this happens...

Choose an Action

Heepsy

Automatically do this!

Enable Integrations or automations with these events of TaxJar and Heepsy

Enable Integrations or automations with these events of TaxJar and Heepsy

Actions

Create an Order Transaction

Create an Order Transaction

Creates a new order transaction in TaxJar.

Create a Customer

Create a Customer

Creates a new customer in TaxJar.

List Categories

List Categories

Gets the latest product categories and corresponding tax codes.

List Customers

List Customers

Lists existing customers created.

List Nexus Regions

List Nexus Regions

Lists existing nexus regions for a TaxJar account, sorted alphabetically.

Create a Refund Transaction

Create a Refund Transaction

Creates a new refund transaction in TaxJar.

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Frequently Asked Questions

How do I start an integration between TaxJar and Heepsy?

To start, connect both your TaxJar and Heepsy accounts to viaSocket. Once connected, you can set up a workflow where an event in TaxJar triggers actions in Heepsy (or vice versa).

Can we customize how data from TaxJar is recorded in Heepsy?

Absolutely. You can customize how TaxJar data is recorded in Heepsy. This includes choosing which data fields go into which fields of Heepsy, setting up custom formats, and filtering out unwanted information.

How often does the data sync between TaxJar and Heepsy?

The data sync between TaxJar and Heepsy typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from TaxJar to Heepsy?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between TaxJar and Heepsy?

Yes, you can set conditional logic to control the flow of data between TaxJar and Heepsy. 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

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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Heepsy

About Heepsy

Heepsy is a platform designed to help businesses and marketers find and analyze influencers for their marketing campaigns. It provides tools to search for influencers based on various criteria, analyze their profiles, and manage influencer marketing campaigns effectively.

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