Integrate TaxJar with Insightly
Send information between TaxJar and Insightly automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate TaxJar and Insightly using the below triggers and actions
All Triggers - A trigger kickstarts the flow
New Opportunity
Triggers when a new opportunity is created
New Organization
Triggers when a new organization is created
New Project
Triggers when a new project is created
New Task
Triggers when a new task is created
New Lead
Triggers when a new lead is created
New Contact
Triggers when a new contact is created
All Actions - Actions are the automated tasks
Verify address
Verifies the validity of the given address
Create order
Creates a new order transaction
Calculate sales tax
Calculates the sales tax that should be collected for a given order
Create customer
Creates a new customer
Create refund
Creates a new refund transaction
Update customer
Updates the details of an existing customer
Update refund
Updates the details of an existing refund transaction
Update order
Updates the details of an existing order
Fetch order
Fetches the details of an existing order transaction using transaction ID
Fetch customer
Fetches the details of an existing customer using customer ID
Validate VAT number
Checks whether the given VAT number is valid or not
Get tax rate
Returns the details of a tax rate for a given location using ZIP code
Fetch refund
Fetches the details of an existing refund transaction using transaction ID
Create Event
Creates a new event
Create Contact
Creates a new contact
Create Task
Creates a new task
Create Project
Creates a new project
Create Lead
Creates a new lead
Create Organization
Creates a new organization
Create Opportunity
Creates a new opportunity
What is TaxJar?
TaxJar is a cloud-based sales tax compliance management platform that automates the entire sales tax life cycle across all of your sales channels. It lets you calculate, report, and file your sales tax.
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