Integration
Connect Expiration Reminder to TaxJar
When something happens in Expiration Reminder, 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.
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What do you want Expiration Reminder 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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Triggers and actions 3 triggers · 35 actions
Trigger
New ContactTriggered when a new contact is added to your Expiration Reminder account.
Trigger
New Expiration ItemTriggered when a new expiration item is added to your Expiration Reminder account.
Trigger
Status Changed Expiration ItemTriggered when an expiration item's status changes in Expiration Reminder — for example when it moves from active to expiring or expired.
Action
Add LocationCreates a location in Expiration Reminder, optionally nested under a parent location and assigned to a team. Any custom fields defined on locations in your account can be set too. Returns the created location.
Action
Create ContactCreates a contact in Expiration Reminder with their email, contact details, type, location and team, plus any custom fields defined on contacts in your account. Returns the created contact.
Action
Create Expiration ItemCreates an expiration item in Expiration Reminder with its name and expiration date, optionally attaching contacts, locations, tags, a category and an assignee, plus any custom fields defined in your account. Returns the created item.
Action
Create Expiration Item for ContactCreates an expiration item in Expiration Reminder and attaches it to a specific contact, with its name, expiration date and category, plus any custom fields defined in your account. Returns the created item.
Action
Delete ContactDeletes a contact from Expiration Reminder. Returns the contact record that was deleted.
Action
Delete Expiration ItemDeletes an expiration item from Expiration Reminder. Returns the item record after deletion.
Action
Find ContactReturns the Expiration Reminder contacts matching a search term or an exact email address, with the total number of matches.
Action
Find ExpirationReturns the Expiration Reminder expiration items matching a search term and status, with the total number of matches.
Action
Get ContactReturns a single Expiration Reminder contact by its id, including their contact details, assignment, location and every custom field stored on them.
Action
Get Expiration ItemReturns a single Expiration Reminder expiration item by its id, including its category, contacts, locations, tags, attachments and every custom field stored on it.
Action
List ContactsReturns the contacts in your Expiration Reminder account, with the total number of contacts.
Action
List Expiration ItemsReturns the expiration items in your Expiration Reminder account, optionally limited to one status, with the total number of items.
Action
List LocationsReturns the locations in your Expiration Reminder account, with the total number of locations.
Action
Renew ExpirationRenews an Expiration Reminder expiration item by moving it to a new expiration date. Returns the renewed item.
Action
Update Expiration ItemUpdates an existing Expiration Reminder expiration item. Fields you leave blank are left unchanged; custom fields defined in your account can be set too. Returns the updated item.
Action
Calculate Sales Tax for an OrderWorks 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 CustomerCreates a customer in TaxJar with their exemption type and the regions the exemption applies to.
Action
Create an Order TransactionRecords a completed order in TaxJar so it counts towards your sales tax reporting.
Action
Create a Refund TransactionRecords a refund against an existing order in TaxJar so your sales tax reporting stays accurate.
Action
Get Two-Letter ISO Code for RegionLooks up the two-letter code for a state, province or country by name, using TaxJar's own list of regions.
Action
List CategoriesReturns TaxJar's product categories and the tax code to use for each one.
Action
List CustomersReturns the IDs of every customer in your TaxJar account.
Action
List Nexus RegionsReturns the states, provinces and countries where your TaxJar account has nexus and must collect tax.
Action
List OrdersReturns the IDs of the orders recorded in TaxJar, optionally limited to a date or date range.
Action
List RefundsReturns the IDs of the refunds recorded in TaxJar, optionally limited to a date or date range.
Action
Rates for LocationReturns the sales tax rates that apply at a location, broken down by state, county and city.
Action
Show a CustomerReturns one customer from TaxJar, including their exemption type and exempt regions.
Action
Show OrderReturns one order recorded in TaxJar, including its addresses, totals and line items.
Action
Show RefundReturns one refund recorded in TaxJar, including the order it applies to and the amounts refunded.
Action
Summarize Tax Rates for All RegionsReturns the minimum and average sales tax rate for every state, province and country TaxJar covers.
Action
Update a CustomerUpdates a customer in TaxJar. Only the fields you supply are changed.
Action
Update an Order TransactionUpdates an order already recorded in TaxJar. Only the fields you supply are changed.
Action
Update a Refund TransactionUpdates a refund already recorded in TaxJar. Only the fields you supply are changed.
Action
Validate an AddressChecks a US address and returns TaxJar's corrected version of it, so tax is worked out on a clean address.
Action
Validate a VAT NumberChecks whether a VAT number is valid and returns the business name and address registered against it.
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.
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