Connect Todoist and TaxJar to Build Intelligent Automations
Choose a Trigger
When this happens...
New Project
New Incomplete Task
New Complete Task
Choose an Action
Automatically do this!
Create an Order Transaction
Create a Customer
List Categories
List Customers
List Nexus Regions
Create a Refund Transaction
List Orders
List Refunds
Show a Customer
Show Order
Show Refund
Summarize Tax Rates for All Regions
Update a Customer
Update a Refund Transaction
Calculate Sales Tax for an Order
Use the Built-in Integrations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Project
Trigger when a new project is created.
New Incomplete Task
Trigger when new Incomplete task is created .
New Complete Task
Triggers when Task is completed.
Do thisActions
Action is the task that follows automatically within your Todoist integrations.
Find User
Searches for a user who is connected/shared with your account.
Find or Create Task
Find an Exiting task or Create a new Task.
Find or Create Project
Find an exiting project or create a new project
Update Task
Update an exiting task.
Mark Task as Completed
Mark a Task as Completed.
Create Task
Creates a New Task.
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Watch Integrations In Action
Frequently Asked Questions
To start, connect both your Todoist and TaxJar accounts to viaSocket. Once connected, you can set up a workflow where an event in Todoist triggers actions in TaxJar (or vice versa).
Absolutely. You can customize how Todoist data is recorded in TaxJar. This includes choosing which data fields go into which fields of TaxJar, setting up custom formats, and filtering out unwanted information.
The data sync between Todoist and TaxJar 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 Todoist and TaxJar. 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 Todoist
Todoist is a popular task management application that helps individuals and teams organize tasks and projects. Overall, Todoist is designed to help users increase productivity, stay organized, and effectively manage their tasks and projects, whether they're working individually or as part of a team.
Learn MoreAbout 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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