Connect TaxJar and Keep In Touch to Build Intelligent Automations

Choose a Trigger

TaxJar

When this happens...

Choose an Action

Keep In Touch

Automatically do this!

Enable Integrations or automations with these events of TaxJar and Keep In Touch

Enable Integrations or automations with these events of TaxJar and Keep In Touch

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 Keep In Touch?

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

Can we customize how data from TaxJar is recorded in Keep In Touch?

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

How often does the data sync between TaxJar and Keep In Touch?

The data sync between TaxJar and Keep In Touch 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 Keep In Touch?

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 Keep In Touch?

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

About Keep In Touch

Keep In Touch is a cloud based CRM system for Builders looking to improve their sales process and follow up enquiries automatically using software that can be learnt in under 60 minutes… guaranteed.

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