Connect TaxJar and klenty
Integrate TaxJar with klenty to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create a Customer in TaxJar when Prospect Unsubscribe from Klenty
List Categories in Taxjar when Prospect Unsubscribe from Klenty
List Customers in Taxjar when Prospect Unsubscribe from Klenty
List Nexus Regions in Taxjar when Prospect Unsubscribe from Klenty
Create a Refund Transaction in Taxjar when Prospect Unsubscribe from Klenty
Popular TaxJar + klenty 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
klenty
Automatically do this!
Create Prospect
Change Status To Do Not Contact
Revert Prospect Status From Do Not Contact
Start Cadence
Stop All Mails to Prospect
Stop Cadence
Unsubscribe Prospect
Update Prospect
Create a Customer in TaxJar when Prospect Unsubscribe from Klenty
Use this flowList Categories in Taxjar when Prospect Unsubscribe from Klenty
Use this flowList Customers in Taxjar when Prospect Unsubscribe from Klenty
Use this flowList Nexus Regions in Taxjar when Prospect Unsubscribe from Klenty
Use this flowCreate a Refund Transaction in Taxjar when Prospect Unsubscribe from Klenty
Use this flowList Orders in Taxjar when Prospect Unsubscribe from Klenty
Use this flowShow Order in Taxjar when Prospect Unsubscribe from Klenty
Use this flowShow Refund in Taxjar when Prospect Unsubscribe from Klenty
Use this flowSummarize Tax Rates for All Regions in Taxjar when Prospect Unsubscribe from Klenty
Use this flowCreate a Customer in TaxJar when Cadence First Reply in Klenty
Use this flowSupported Triggers & Actions
Everything you can automate between TaxJar and klenty.
When this happensTriggers
A trigger is an event that starts a workflow.
Prospect Unsubscribe
Unsubscribe a prospect from Klenty email sequences to stop automated follow-up messages.
Cadence First Reply
Detects when a prospect sends the first reply to a cadence email, logs the response, and triggers follow-up actions.
On Bounce
Triggered when an email sent from Klenty bounces, allowing workflows to handle failed deliveries.
On Cadence Completed
Notifies when a Klenty cadence finishes for a contact or campaign so you can start follow-up actions.
On Click
Triggers when a Klenty email recipient clicks a link, providing recipient, link, and timestamp details.
On Open
Triggered when a recipient opens an email sent from Klenty.
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.
Learn more
About klenty
Klenty is a sales engagement and lead generation tool that helps you send personalized emails and automated followups at scale.
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Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your TaxJar and klenty 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 klenty 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 klenty. No coding required.
Yes. You can set up a workflow where TaxJar triggers actions in klenty, and a separate workflow where klenty 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 klenty. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire TaxJar and klenty integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
