Connect Xodo Sign and TaxJar
Integrate Xodo Sign with TaxJar to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Popular Xodo Sign + TaxJar flows
Start from a real workflow other teams are already running.
Choose a trigger
Xodo Sign
When this happens...
Document Is Sent
Document Completed
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
List Customers in Taxjar when Document Is Sent via Xodo Sign
Use this flowList Nexus Regions in Taxjar when Document Is Sent via Xodo Sign
Use this flowList Refunds in Taxjar when Document Is Sent via Xodo Sign
Use this flowShow a Customer in Taxjar when Document Is Sent via Xodo Sign
Use this flowShow Order in Taxjar when Document Is Sent via Xodo Sign
Use this flowShow Refund in Taxjar when Document Is Sent via Xodo Sign
Use this flowSummarize Tax Rates for All Regions in Taxjar when Document Is Sent via Xodo Sign
Use this flowUpdate a Customer in Taxjar when Document Is Sent via Xodo Sign
Use this flowUpdate a Refund Transaction in Taxjar when Document Is Sent via Xodo Sign
Use this flowCalculate Sales Tax for an Order using TaxJar when Document Is Sent via Xodo Sign
Use this flowSupported Triggers & Actions
Everything you can automate between Xodo Sign and TaxJar.
When this happensTriggers
A trigger is an event that starts a workflow.
Document Is Sent
Runs when document is sent
Document Completed
Runs when a document is completed in Xodo Sign.
Do thisActions
Action is the task that follows automatically within your Xodo Sign integrations.
Create Contact
Creates a new contact in Xodo Sign using the provided name, email, company, and phone number.
Get Final Signed Document
Gets the final signed document and provides a download link.
Send Reminder
Sends a reminder to a signer to prompt them to sign a document.
Find and Download Document
Finds and downloads a document, a specific file inside it, or its audit trail from Xodo Sign.
Create an Order Transaction
Creates a new order transaction in TaxJar.
Create a Customer
Creates a new customer 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 Xodo Sign
Xodo Sign by Apryse is an electronic signature software platform that lets you sign, edit and send documents in one place. Xodo Sign helps businesses of every size replace printing, scanning, and mailing with fast, legally binding digital signatures and built-in document editing tools that save time, cut costs, and keep work secure.
Learn more
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
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Xodo Sign 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 Xodo Sign 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 Xodo Sign triggers actions in TaxJar, and a separate workflow where TaxJar triggers actions in Xodo Sign. 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 Xodo Sign and TaxJar. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Xodo Sign 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.
