Connect TaxJar and Salesforce
Integrate TaxJar with Salesforce to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Popular TaxJar + Salesforce flows
Start from a real workflow other teams are already running.
Choose a trigger
TaxJar
When this happens...
- Request a new Trigger for TaxJar
Choose an action
Salesforce
Automatically do this!
Add Contact to Campaign
Add Lead To Campaign
Create Attachment
Create Contact
Create Note
Update Contact
Create Lead
Update Lead
Create Account
Create Campaign
Search Record by Query
Create Event
Create an Order Transaction in Taxjar when New Contact in Salesforce
Use this flowCreate a Customer in TaxJar when New Contact in Salesforce
Use this flowList Categories in Taxjar when New Contact in Salesforce
Use this flowList Customers in Taxjar when New Contact in Salesforce
Use this flowList Nexus Regions in Taxjar when New Contact in Salesforce
Use this flowCreate a Refund Transaction in Taxjar when New Contact in Salesforce
Use this flowList Orders in Taxjar when New Contact in Salesforce
Use this flowList Refunds in Taxjar when New Contact in Salesforce
Use this flowShow a Customer in Taxjar when New Contact in Salesforce
Use this flowShow Order in Taxjar when New Contact in Salesforce
Use this flowSupported Triggers & Actions
Everything you can automate between TaxJar and Salesforce.
When this happensTriggers
A trigger is an event that starts a workflow.
New Contact
Triggers when a new Contact is created.
New Lead
Triggers when a new Lead is created.
New Record
Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.
Updated Record
Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.
New Case Attachment
Triggers when a new Attachment is added to a case.
New Task
Triggers when a new task 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.
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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AI will build it for you
Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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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
About Salesforce
Salesforce is a leading cloud-based customer relationship management (CRM) platform that provides businesses with tools to manage customer interactions, sales processes, and marketing campaigns. It offers a comprehensive suite of applications for sales, service, marketing, and more, enabling organizations to streamline operations and enhance customer engagement.
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Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your TaxJar and Salesforce accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between TaxJar and Salesforce as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Salesforce. No coding required.
Yes. You can set up a workflow where TaxJar triggers actions in Salesforce, and a separate workflow where Salesforce triggers actions in TaxJar. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between TaxJar and Salesforce. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire TaxJar and Salesforce integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
