Connect TaxJar and Office 365 to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for TaxJar
Choose an Action
Automatically do this!
Create Contact
Create Draft Email
Create Event
Delete Event
Update Contact
Ready to use TaxJar and Office 365 automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Contact
Triggers when new contact is created.
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.
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Step by step guides to integrate TaxJar and Office 365
Frequently Asked Questions
To start, connect both your TaxJar and Office 365 accounts to viaSocket. Once connected, you can set up a workflow where an event in TaxJar triggers actions in Office 365 (or vice versa).
Absolutely. You can customize how TaxJar data is recorded in Office 365. This includes choosing which data fields go into which fields of Office 365, setting up custom formats, and filtering out unwanted information.
The data sync between TaxJar and Office 365 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 Office 365. 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 Office 365
Microsoft Office 365 Business is a complete office suite in the cloud. It provides all the standard office products like Excel, Outlook, Word, SharePoint and more, but available from any internet enabled computer! Zapier does not currently support Outlook.com addresses or Home 365 accounts, only business or Enterprise.
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