Connect toflow.ai and TaxJar
Integrate toflow.ai with TaxJar to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create an Order Transaction in Taxjar when When new tasks are created in toflow.ai
Create a Customer in TaxJar when When new tasks are created in toflow.ai
List Categories in Taxjar when When new tasks are created in toflow.ai
List Customers in Taxjar when When new tasks are created in toflow.ai
List Nexus Regions in Taxjar when When new tasks are created in toflow.ai
Popular toflow.ai + TaxJar flows
Start from a real workflow other teams are already running.
Choose a trigger
toflow.ai
When this happens...
When new tasks are created
When a new company is added
When a person is created
When a new deal is created
Choose an action
TaxJar
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
Create an Order Transaction in Taxjar when When new tasks are created in toflow.ai
Use this flowCreate a Customer in TaxJar when When new tasks are created in toflow.ai
Use this flowList Categories in Taxjar when When new tasks are created in toflow.ai
Use this flowList Customers in Taxjar when When new tasks are created in toflow.ai
Use this flowList Nexus Regions in Taxjar when When new tasks are created in toflow.ai
Use this flowCreate a Refund Transaction in Taxjar when When new tasks are created in toflow.ai
Use this flowList Orders in Taxjar when When new tasks are created in toflow.ai
Use this flowList Refunds in Taxjar when When new tasks are created in toflow.ai
Use this flowShow a Customer in Taxjar when When new tasks are created in toflow.ai
Use this flowShow Order in Taxjar when When new tasks are created in toflow.ai
Use this flowSupported Triggers & Actions
Everything you can automate between toflow.ai and TaxJar.
When this happensTriggers
A trigger is an event that starts a workflow.
When new tasks are created
Runs the workflow automatically whenever new tasks are created in the account.
When a new company is added
Runs the workflow automatically whenever a new company is added to the account.
When a person is created
Runs the workflow automatically whenever a new person is created in the account.
When a new deal is created
Runs the workflow automatically whenever a new deal is added to the account.
Do thisActions
Action is the task that follows automatically within your toflow.ai integrations.
Update Company
Update attributes on a company record.
Create Task
Create a task with a title and due date; optionally add description or status, assign an owner or assignee, and link it to a person, company, deal, or other resource.
Create List
Create a new list to organize contacts for outreach campaigns.
Update List Details
Change a list's name, description, icon, or color.
Get Lists
Get workspace lists, optionally filtered by resource type.
Delete List
Archive a list to remove it from active use while keeping it recoverable (soft delete).
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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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 toflow.ai
AI-native multi-channel outreach platform for B2B sales teams to find leads, enrich contacts, and run personalized campaigns across email, LinkedIn, and WhatsApp with AI.
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.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your toflow.ai and TaxJar 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 toflow.ai and TaxJar 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 TaxJar. No coding required.
Yes. You can set up a workflow where toflow.ai triggers actions in TaxJar, and a separate workflow where TaxJar triggers actions in toflow.ai. 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 toflow.ai and TaxJar. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire toflow.ai and TaxJar integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
