Automate TaxJar workflows to simplify sales tax reporting and filing

Move order, accounting and payment data into TaxJar, trigger automated reports and filings, and use AI to spot anomalies — all with no code.

Available Events and Actions

Enable Integrations or automations with these events of TaxJar

When this happensTrigger

No trigger available

Do thisActions

Action is the task that follows automatically within your TaxJar integrations.

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.

Real-world use cases of TaxJar integrations

See how TaxJar integrates with popular apps to automate tasks and streamline your workflow.

Sync form responses automatically to a spreadsheet for instant data capture

Send Slack notifications whenever a new row is added or updated in Sheets

Trigger email campaigns in Mailchimp when a new contact is added to a sheet

Create CRM contacts in HubSpot directly from new Google Sheets entries

Generate and save PDF reports to Google Drive from spreadsheet data

Automatically back up database records to a Google Sheet on a daily schedule

TaxJar
TaxJar
MSG91
LinkedIn
Shopify
Google Sheets
Instagram for Business
Gmail
+2,100+ more apps

How to get started with TaxJar automations

Automate when something happens in TaxJar

Login -> Create new flow -> Select trigger -> Search TaxJar -> Choose the trigger from the list

Take action in TaxJar when something happens in an app or you want to add step in flow

Login -> Create new flow -> Select action -> Search TaxJar -> Choose the action from the list

Trigger

TaxJar

Action

TaxJar

Need help building your workflow?

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Frequently Asked Questions

What does the TaxJar integration with viaSocket do?

It automates the flow of sales and accounting data into TaxJar, triggers report generation and filing steps, routes approvals, and creates follow-up tasks — reducing manual export/import and missed filings.

Which systems can I connect to TaxJar through viaSocket?

Common connections include Shopify, WooCommerce, Amazon, Stripe, QuickBooks, Xero and cloud databases. viaSocket maps orders, refunds and payments to TaxJar so data stays synchronized.

How does AI help with TaxJar automation?

viaSocket can add AI-enabled automation that analyzes TaxJar reports for anomalies, summarizes outliers, recommends corrective actions, and auto-generates tasks — so you find and fix issues faster without manual review.

Is this secure and does it affect TaxJar filing?

viaSocket only moves and transforms data between your apps and TaxJar. Filings themselves remain managed by TaxJar according to your TaxJar settings and permissions. viaSocket follows standard security practices to protect data in transit.

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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viaSocket

About viaSocket

viaSocket is an AI-powered, workflow automation platform that helps people and businesses connect apps and automate repetitive tasks. With thousands of integrations, anyone can build workflows to move data, cut manual work, and save time. Whether for simple tasks or large-scale processes, viaSocket makes automation easy and helps teams focus on what matters most.

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