
When this happens...

Automatically do this!
Enable Integrations or automations with these events of TaxJar and rallyup
Creates a new order transaction in TaxJar.
Creates a new customer in TaxJar.
Gets the latest product categories and corresponding tax codes.
Lists existing customers created.
Lists existing nexus regions for a TaxJar account, sorted alphabetically.
Creates a new refund transaction in TaxJar.
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Unlock your team's potential with 5 straightforward automation hacks designed to streamline processes and free up valuable time for more important work.

Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your TaxJar and rallyup accounts to viaSocket. Once connected, you can set up a workflow where an event in TaxJar triggers actions in rallyup (or vice versa).
Absolutely. You can customize how TaxJar data is recorded in rallyup. This includes choosing which data fields go into which fields of rallyup, setting up custom formats, and filtering out unwanted information.
The data sync between TaxJar and rallyup 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 rallyup. 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’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 MoreRallyUp.com provides nonprofit organizations with their own branded platform for launching amazing virtual fundraising experiences.
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