Connect TaxJar and Kite to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for TaxJar
Choose an Action
Automatically do this!
- Request a new Action for Kite
Enable Integrations or automations with these events of TaxJar and Kite
Enable Integrations or automations with these events of TaxJar and Kite
Actions
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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Automate Expense Report Approvals via Slack & QuickBooks
- Send for Approval acceptCreate Entry of expensesAdd Step
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Frequently Asked Questions
To start, connect both your TaxJar and Kite accounts to viaSocket. Once connected, you can set up a workflow where an event in TaxJar triggers actions in Kite (or vice versa).
Absolutely. You can customize how TaxJar data is recorded in Kite. This includes choosing which data fields go into which fields of Kite, setting up custom formats, and filtering out unwanted information.
The data sync between TaxJar and Kite 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 Kite. 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 Kite
Kite is a cutting-edge trading platform developed by Zerodha, designed to provide users with a seamless and efficient trading experience. It offers a user-friendly interface, advanced charting tools, and real-time market data to help traders make informed decisions. With Kite, users can trade in stocks, commodities, and currencies with ease, leveraging its robust features and integrations.
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