Integrate Copper with TaxJar
Send information between Copper and TaxJar automatically, without writing any code, using Zoho Flow.
Build your own integrations between Copper and TaxJar
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Supported triggers and actions
Integrate Copper and TaxJar using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Task added
Triggers when a new task is added
Lead updated
Triggers when any detail of an existing lead is updated
Person updated
Triggers when any detail of an existing person is updated
Activity created
Triggers when a new activity is created
Opportunity created
Triggers when a new opportunity is created
Person added
Triggers when a new person is added
Lead created
Triggers when a new lead is created
All Actions - Actions are the automated tasks
Create project
Creates a new project
Create opportunity
Creates a new opportunity
Add person
Adds a new person
Create activity
Creates a new activity for a person, company, opportunity, or lead
Create or update lead
Creates or updates the details of a lead
Create company
Creates a new company
Create task
Creates a new task
Update opportunity
Updates the details of an existing opportunity
Update person
Updates the details of an existing person
Update company
Updates the details of an existing company
Update project
Updates the details of an existing project
Fetch person
Fetches the details of a person by email
Fetch project
Fetches the details of an existing project by name
Fetch opportunity
Fetches the details of an existing opportunity by name
Fetch company
Fetches the details of an existing company by name
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
Verify address
Verifies the validity of the given address
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
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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Logic
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Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
Learn more >Once we put Flow into place, we saw zero errors through manual entry and significantly faster, simpler order processing. Learn more
Owain ap Rees
Sales Director, Artico
All the interactions, including customer relationship management, are automated and pre-determined in Zoho Flow. This allows our employees to concentrate on the tasks that are more important than the manual data inputs. Learn more
Louis Castellano
CEO, Lakeside CNC Group
Zoho Flow has automated our entire "Security Operations" process, saving us a lot of manual work and admin overhead, in turn enabling us to focus our efforts on providing clients with accurate and quality services.
Neville Mader
Director, Perth Security Services
