Integrate TaxJar with EngageBay

Send information between TaxJar and EngageBay automatically, without writing any code, using Zoho Flow.

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Supported triggers and actions

Integrate TaxJar and EngageBay using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Deal created

Triggers when a new deal is created

Company created

Triggers when a new company is created

Contact created

Triggers when a new contact is created

All Actions - Actions are the automated tasks

Verify address

Verifies the validity of the given address

Create refund

Creates a new refund transaction

Create customer

Creates a new customer

Calculate sales tax

Calculates the sales tax that should be collected for a given order

Create order

Creates a new order transaction

Update order

Updates the details of an existing order

Update refund

Updates the details of an existing refund transaction

Update customer

Updates the details of an existing customer

Fetch refund

Fetches the details of an existing refund transaction using transaction ID

Get tax rate

Returns the details of a tax rate for a given location using ZIP code

Validate VAT number

Checks whether the given VAT number is valid or not

Fetch customer

Fetches the details of an existing customer using customer ID

Fetch order

Fetches the details of an existing order transaction using transaction ID

Create company

Creates a new company

Create contact

Creates a new contact

Create deal

Creates a new deal

Create event

Creates a new event

Create task

Creates a new task

Update contact

Updates the details of an existing contact

Fetch contact

Fetches the details of an existing contact

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.

What is EngageBay?

EngageBay is a marketing, sales, support and CRM application for growing companies. It provides features such as marketing automation, contact management, deal pipeline, and more.

CRM Marketing Automation

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Webhook triggers

Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.

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Logic

Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.

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Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.

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