Integration

Connect Float to TaxJar

When something happens in Float, 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.

Float15 triggersFloat21 actionsTaxJar20 actions

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What do you want Float 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 Float and TaxJar

Triggers and actions 15 triggers · 41 actions

Trigger
New Allocation
Triggers when a new allocation is created.
Trigger
New Client
Triggers when a new client is added.
Trigger
New Department
Triggers when a new department is added.
Trigger
New Logged Time
Triggers when a new logged time is created.
Trigger
New Milestone
Triggers when a new milestone is created.
Trigger
New Person
Triggers when a new person is added.
Trigger
New Phase
Triggers when a new phase is created.
Trigger
New Project
Triggers when a new project is created.
Trigger
New Project Task
Triggers when a new project task is created.
Trigger
New Time Off
Triggers when a new time off is created.
Trigger
Updated Allocation
Triggers when an allocation is modified.
Trigger
Updated Logged Time
Triggers when a logged time is modified.
Trigger
Updated Phase
Triggers when a phase is modified.
Trigger
Updated Project
Triggers when a project is modified.
Trigger
Updated Project Task
Triggers when a project task is modified.
Action
Create Allocation
Creates a new allocation.
Action
Create Client
Creates a new client.
Action
Create Department
Creates a new department.
Action
Create Logged Time
Creates a new logged time.
Action
Create Milestone
Creates a new milestone.
Action
Create Person
Creates a new person.
Action
Create Phase
Creates a new phase.
Action
Create Project
Creates a new project.
Action
Create Project Task
Creates a new project task.
Action
Create Time Off
Creates a new time off.
Action
Find Allocation
Finds an allocation by ID.
Action
Find Logged Time
Finds a logged time by ID.
Action
Find Person
Finds a person by ID, email, or tag(s).
Action
Find Project
Finds a project by ID, project_code, or tag(s).
Action
Update Allocation
Update an existing allocation by ID.
Action
Update Logged Time
Update an existing logged time entry by ID.
Action
Update Milestone
Update an existing milestone by ID.
Action
Update Person
Update an existing person by ID.
Action
Update Phase
Update an existing phase by ID.
Action
Update Project
Update an existing project by ID.
Action
Update Project Task
Update an existing project task by ID.
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 Float