Integrate TaxJar with Teamwork CRM
Send information between TaxJar and Teamwork CRM automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate TaxJar and Teamwork CRM using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Contact updated
Triggers when a contact is updated
Deal created
Triggers when a new deal is created
Company created
Triggers when a new company is created
Note created
Triggers when a new note is created
Deal updated
Triggers when a deal is updated
Contact created
Triggers when a new contact is created
Company updated
Triggers when a company is updated
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 lost reason
Creates a new lost reason
Create deal
Creates a new deal
Create note
Creates a new note
Create product
Creates a new product
Create company
Creates a new company
Create contact
Creates a new 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.
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What is Teamwork CRM?
Teamwork CRM is a sales CRM software tool that lets you manage sales pipelines, processes and generate reports.
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