Connect TaxJar and TimelinesAI to Build Intelligent Automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Uploaded File
Triggers when new uploaded_file is created.
New Whatsapp Account
Triggers when new whatsapp_accounts 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.
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Frequently Asked Questions
To start, connect both your TaxJar and TimelinesAI accounts to viaSocket. Once connected, you can set up a workflow where an event in TaxJar triggers actions in TimelinesAI (or vice versa).
Absolutely. You can customize how TaxJar data is recorded in TimelinesAI. This includes choosing which data fields go into which fields of TimelinesAI, setting up custom formats, and filtering out unwanted information.
The data sync between TaxJar and TimelinesAI 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 TimelinesAI. 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.
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 MoreAbout TimelinesAI
TimelinesAI allows you to share access to your personal or business Whatsapp account, integrate it with other applications and build automations for your business and marketing flows.
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