Connect TaxJar and rally to Build Intelligent Automations

Choose a Trigger

TaxJar

When this happens...

Choose an Action

rally

Automatically do this!

Enable Integrations or automations with these events of TaxJar and rally

Enable Integrations or automations with these events of TaxJar and rally

Actions

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.

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Frequently Asked Questions

How do I start an integration between TaxJar and rally?

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

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

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

How often does the data sync between TaxJar and rally?

The data sync between TaxJar and rally 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 rally?

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 rally?

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

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rally

About rally

Rally is an all-in-one automation and collaboration platform for business lawyers and their clients.

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