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 Contact
Triggers when a new contact is created
New Organization
Triggers when a new organization is created
New Lead
Triggers when a new lead is created
New Opportunity
Triggers when a new opportunity is created
New Project
Triggers when a new project is created
New Task
Triggers when a new task is created
All Actions - Actions are the automated tasks
Create refund
Creates a new refund transaction
Create order
Creates a new order transaction
Verify address
Verifies the validity of the given address
Create customer
Creates a new customer
Calculate sales tax
Calculates the sales tax that should be collected for a given order
Update customer
Updates the details of an existing customer
Update order
Updates the details of an existing order
Update refund
Updates the details of an existing refund transaction
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
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 refund
Fetches the details of an existing refund transaction using transaction ID
Create Lead
Creates a new lead
Create Contact
Creates a new contact
Create Project
Creates a new project
Create Opportunity
Creates a new opportunity
Create Organization
Creates a new organization
Create Task
Creates a new task
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 Insightly?
Insightly is a CRM and project management software. You can access everything about a lead from a single page, automate customer communication, and monitor your milestones, tasks, and even resources.
Similar apps
Build comprehensive workflows using
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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