Connect TaxJar and Paperform to Build Intelligent Automations

Choose a Trigger

TaxJar

When this happens...

Choose an Action

Paperform

Automatically do this!

Ready to use TaxJar and Paperform automations

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

Document Completed

Document Completed

Triggers when a new Document Completed for a form.

Document Sent

Document Sent

Triggered when a document is sent out for signing.

Document Cancelled

Document Cancelled

Triggered when a document is cancelled, meaning the signing process was terminated before completion.

Document Rejected

Document Rejected

Triggered when a document is rejected by the signer.

Document Expired

Document Expired

Triggered when a document's signing period expires, and no action has been taken.

Signer Notified

Signer Notified

Triggered when a signer is notified.

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.

Need help building your workflow?

Get instant answers from our AI assistant or connect with a support specialist anytime.

Frequently Asked Questions

How do I start an integration between TaxJar and Paperform?

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

Can we customize how data from TaxJar is recorded in Paperform?

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

How often does the data sync between TaxJar and Paperform?

The data sync between TaxJar and Paperform 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 Paperform?

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 Paperform?

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

Learn More
Paperform

About Paperform

Paperform is a powerful online tool that lets you easily create beautiful forms to do almost anything. Use it to collect information, sell products, take payments, or schedule appointments—all without needing to code.

Learn More