When this happens...
New Form Submission

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
When this happensTriggers
A trigger is an event that starts a workflow.
Runs whenever someone submits your Zoho Form
Action is the task that follows automatically within your Zoho Forms integrations.
Creates a new order transaction in TaxJar.
Creates a new customer in TaxJar.
Gets the latest product categories and corresponding tax codes.
Lists existing customers created.
Lists existing nexus regions for a TaxJar account, sorted alphabetically.
Creates a new refund transaction in TaxJar.

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To start, connect both your Zoho Forms and TaxJar accounts to viaSocket. Once connected, you can set up a workflow where an event in Zoho Forms triggers actions in TaxJar (or vice versa).
Absolutely. You can customize how Zoho Forms 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 Zoho Forms 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 Zoho Forms 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.
Zoho Forms is a versatile online form builder that allows users to create, share, and manage forms effortlessly. It is designed to help businesses and individuals collect data, gather feedback, and streamline workflows with ease. With a wide range of customizable templates and integrations, Zoho Forms is ideal for creating surveys, registration forms, and more.
Learn MoreTaxJar’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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