Connect webCRM and TaxJar
Integrate webCRM with TaxJar to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create an Order Transaction in Taxjar when New Activity Is Created in webCRM
Create a Customer in TaxJar when New Activity Is Created in webCRM
List Categories in Taxjar when New Activity Is Created in webCRM
List Customers in Taxjar when New Activity Is Created in webCRM
List Nexus Regions in Taxjar when New Activity Is Created in webCRM
Popular webCRM + TaxJar flows
Start from a real workflow other teams are already running.
Choose a trigger
webCRM
When this happens...
New Activity Is Created
New Delivery
New Document Created
New Opportunity Created
New Organization
New Person Created
New Product Created
New Support Case
Activity Updated
Opportunity Updated
Organisation Updated
Person Is Updated
Product Updated
Support Case Updated
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 New Activity Is Created in webCRM
Use this flowCreate a Customer in TaxJar when New Activity Is Created in webCRM
Use this flowList Categories in Taxjar when New Activity Is Created in webCRM
Use this flowList Customers in Taxjar when New Activity Is Created in webCRM
Use this flowList Nexus Regions in Taxjar when New Activity Is Created in webCRM
Use this flowCreate a Refund Transaction in Taxjar when New Activity Is Created in webCRM
Use this flowList Orders in Taxjar when New Activity Is Created in webCRM
Use this flowList Refunds in Taxjar when New Activity Is Created in webCRM
Use this flowShow a Customer in Taxjar when New Activity Is Created in webCRM
Use this flowShow Order in Taxjar when New Activity Is Created in webCRM
Use this flowSupported Triggers & Actions
Everything you can automate between webCRM and TaxJar.
When this happensTriggers
A trigger is an event that starts a workflow.
New Activity Is Created
Runs when new activity is created
New Delivery
Runs when a new delivery is created.
New Document Created
Runs when new document is created
New Opportunity Created
Runs when new opportunity is created.
New Organization
Triggers when a new organization is created.
New Person Created
Runs when a new person is created
Do thisActions
Action is the task that follows automatically within your webCRM integrations.
Create Activity
Creates a new activity with a date, assignee, description, and optional links to an organisation, person, campaign, or opportunity.
List All Activities
Retrieves the list of all activities
List All Campaigns
Retrieves the list of all campaigns
List All Documents
Retrieves the list of all documents
List All Events
Retrieves the list of all events
List All Meetings
Retrieves the list of all meetings
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 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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Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your webCRM 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 webCRM 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 webCRM triggers actions in TaxJar, and a separate workflow where TaxJar triggers actions in webCRM. 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 webCRM and TaxJar. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire webCRM 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.
