Integration

Connect Apollo to TaxJar

When something happens in Apollo, your agent does the next thing in TaxJar. Describe it in plain language and the automation is built, tested on every branch and kept running.

Apollo4 triggersApollo10 actionsTaxJar20 actions

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What do you want Apollo and TaxJar to do together?

Describe it and your agent reads both APIs, builds the automation, tests every branch and ships it. The list below is what exists today, not the limit.

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Everything your agent can do with Apollo and TaxJar

Triggers and actions 4 triggers · 30 actions

Trigger
Account Updated
Polls Apollo accounts/search for new or updated accounts (dedup on MD5 of the record; accounts/search returns no updated_at). Apollo has no record-change webhook API, so this is a polling trigger.
Trigger
Contact Updated
Polls Apollo contacts/search for new or updated contacts (dedup on MD5 of the record). Apollo has no record-change webhook API, so this is a polling trigger.
Trigger
New Account
Polls Apollo accounts/search for newly created accounts (dedup on account id). Apollo has no record-change webhook API, so this is a polling trigger.
Trigger
New Contact
Polls Apollo contacts/search for newly created contacts (dedup on contact id). Apollo has no record-change webhook API, so this is a polling trigger.
Action
Create Account
An Account is a company that your team has added to Apollo.
Action
Create Contact
A Contact is a person your team has added to Apollo.
Action
Create Deal
Deals are records that you can use to track possible opportunities with your prospective customers.
Action
Create Task
Creates a task for the specified Apollo contact (via /tasks/bulk_create with a single contact).
Action
Find Contact
Find a contact in your Apollo instance by searching for their email. If you have multiple contacts with the same email address, this search returns the contact that was created first.
Action
Find Deal
Returns up to 100 deals (opportunities) that match the specified name. Leave name blank to return all deals.
Action
Find Task
Returns up to 100 tasks for the specified contact. Leave contact_id blank to return all tasks.
Action
Update Account
Update an existing Account.
Action
Update Contact
Update an already existing Contact.
Action
Update Deal
Update an already existing Deal.
Action
Calculate Sales Tax for an Order
Works out the sales tax due on an order from the ship-from and ship-to addresses, the order amount and its line items.
Action
Create a Customer
Creates a customer in TaxJar with their exemption type and the regions the exemption applies to.
Action
Create an Order Transaction
Records a completed order in TaxJar so it counts towards your sales tax reporting.
Action
Create a Refund Transaction
Records a refund against an existing order in TaxJar so your sales tax reporting stays accurate.
Action
Get Two-Letter ISO Code for Region
Looks up the two-letter code for a state, province or country by name, using TaxJar's own list of regions.
Action
List Categories
Returns TaxJar's product categories and the tax code to use for each one.
Action
List Customers
Returns the IDs of every customer in your TaxJar account.
Action
List Nexus Regions
Returns the states, provinces and countries where your TaxJar account has nexus and must collect tax.
Action
List Orders
Returns the IDs of the orders recorded in TaxJar, optionally limited to a date or date range.
Action
List Refunds
Returns the IDs of the refunds recorded in TaxJar, optionally limited to a date or date range.
Action
Rates for Location
Returns the sales tax rates that apply at a location, broken down by state, county and city.
Action
Show a Customer
Returns one customer from TaxJar, including their exemption type and exempt regions.
Action
Show Order
Returns one order recorded in TaxJar, including its addresses, totals and line items.
Action
Show Refund
Returns one refund recorded in TaxJar, including the order it applies to and the amounts refunded.
Action
Summarize Tax Rates for All Regions
Returns the minimum and average sales tax rate for every state, province and country TaxJar covers.
Action
Update a Customer
Updates a customer in TaxJar. Only the fields you supply are changed.
Action
Update an Order Transaction
Updates an order already recorded in TaxJar. Only the fields you supply are changed.
Action
Update a Refund Transaction
Updates a refund already recorded in TaxJar. Only the fields you supply are changed.
Action
Validate an Address
Checks a US address and returns TaxJar's corrected version of it, so tax is worked out on a clean address.
Action
Validate a VAT Number
Checks whether a VAT number is valid and returns the business name and address registered against it.

Each app on its own

The other way round: TaxJar to Apollo