--- title: "Connect Follow Up Boss to TaxJar - APIANT.ai" description: "When \"Deal Stage Updated\" fires in Follow Up Boss, your agent runs \"Create a Customer\" in TaxJar." canonical: "https://apiant.ai/connect/follow-up-boss-to-taxjar" --- # Connect Follow Up Boss to TaxJar When **Deal Stage Updated** fires in [Follow Up Boss](https://apiant.ai/connections/follow-up-boss), your agent runs **Create a Customer** in [TaxJar](https://apiant.ai/connections/taxjar). Describe the whole flow and it is built, tested on every scenario and kept running. Follow Up Boss **8** triggers Follow Up Boss **29** actions TaxJar **20** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Follow Up Boss and TaxJar to do together? Give your AI client this address. `https://mcp.apiant.ai` One connection does both: ask your client to act in an app once, or have it build an automation that keeps running. Any client that takes a remote MCP server. Nothing to install. Create your free account, then sign in once in your browser. ### Set it up in your client ### Claude Code Run this in the directory you want to work in. `claude mcp add --transport http -s project apiant-ai https://mcp.apiant.ai` Start Claude Code there, approve the server, and sign in in the browser page it opens. [Claude Code guide (opens in a new tab)](https://apiant.ai/docs/mcp/claude-code) ### Claude, web and desktop Open Customize, then Connectors, then Add custom connector, and paste the address. On Team and Enterprise an owner adds it first. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Cursor Add the address to your MCP configuration as a server URL. Cursor signs you in in your browser. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Zed Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Codex and the ChatGPT desktop app Open Settings, then MCP servers, then Add server, and choose Streamable HTTP. From the terminal, Codex takes the address with its own add command and then signs you in. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Any other MCP client Paste the address where the client asks for a remote MCP server URL, and name the server apiant-ai where it lets you. APIANT's skills reach the client over the same connection. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) Example flows ## What Follow Up Boss can start in TaxJar - When **Deal Stage Updated** in Follow Up Boss then **Create a Customer** in TaxJar - When **New Appointment** in Follow Up Boss then **Create an Order Transaction** in TaxJar Starting points drawn from the triggers and actions in the catalog today. Describe the flow you need, at any depth, and your agent builds it and tests every scenario before it ships. Everything your agent can do with Follow Up Boss and TaxJar ## Triggers and actions 8 triggers · 49 actions - Trigger **Deal Stage Updated** Triggers when a deal in Follow Up Boss is updated, including when it moves to a new pipeline stage. - Trigger **New Appointment** Triggers when a new appointment is created in Follow Up Boss. - Trigger **New Contact** Triggers when a new contact is added in Follow Up Boss. - Trigger **New Deal** Triggers when a new deal is created in Follow Up Boss. - Trigger **New task** Triggers when a new task is created in Follow Up Boss, optionally limited to a person, assignee, type or due range. - Trigger **Person Stage Updated** Triggers when a contact (person) in Follow Up Boss moves to a different stage. - Trigger **Tag Added to Contact** Triggers when one or more tags are added to a contact in Follow Up Boss. - Trigger **Updated Contact** Triggers when a contact is added or updated in Follow Up Boss. - Action **Add appointment** Creates an appointment in Follow Up Boss, optionally inviting users and contacts. - Action **Add Collaborators** Sets the collaborating users on a Follow Up Boss contact. - Action **Add Tags to a Contact** Adds one or more tags to a Follow Up Boss contact, keeping the tags the contact already has. - Action **Apply an Action Plan to a Contact** Applies an existing action plan to a Follow Up Boss contact. - Action **Change Stage of a Contact** Moves a contact (person) in Follow Up Boss to a different stage. - Action **Create Contact Without Triggering Action Plans** Creates a contact (person) in Follow Up Boss directly, without running lead-flow automations, agent notifications or action plans. - Action **Create Deal** Creates a deal in Follow Up Boss in the chosen pipeline stage, optionally linked to contacts and agents. - Action **Create Note** Adds a note to a contact (person) in Follow Up Boss. - Action **Create Task** Creates a task on a Follow Up Boss contact, optionally assigned to an agent with a due date and reminder. - Action **Delete contact** Deletes a contact (person) from Follow Up Boss by its id. - Action **Find a Contact** Searches Follow Up Boss contacts by email, phone, name, stage, tags and other criteria, and returns the matching people. - Action **Get Action Plan Assignment** Returns one action plan assignment — which action plan is applied to which contact, and its status. - Action **Get Appointment** Returns a single Follow Up Boss appointment by its ID. - Action **Get Call** Returns a single call logged in Follow Up Boss, looked up by its ID. - Action **Get contact** Returns a Follow Up Boss contact (person) by ID, including custom fields. - Action **Get deal** Returns a single deal by its id, including its pipeline, stage, price, linked people and users, and any deal custom fields. - Action **Get Note** Returns a single note by its id, including its subject, body and the contact it belongs to. - Action **List Action Plan Assignments** Returns the action plans applied to a contact, or the contacts on an action plan. - Action **List tasks** Returns a list of tasks in Follow Up Boss, optionally filtered by contact, assigned agent, name, type, completion status or due date. - Action **List users** Returns the users (agents, brokers, lenders) in the Follow Up Boss account, optionally filtered by role, name or email. - Action **Log Call** Logs a phone call on a Follow Up Boss contact, with its outcome, note and duration. - Action **Pause an Action Plan for a Contact** Pauses an action plan that is running for a contact, so its remaining steps stop until it is resumed. - Action **Reassign Agent** Reassigns a Follow Up Boss contact to a different agent, by user id or agent name. - Action **Send Inquiry or Website Event** Sends a lead inquiry or website activity event (registration, property inquiry, viewed page, etc.) to Follow Up Boss, creating or updating the matching contact. - Action **Update appointment** Updates an existing appointment in Follow Up Boss, such as its time, title, invitees, type or outcome. - Action **Update Contact** Updates an existing contact (person) in Follow Up Boss, including names, emails, phones, tags, stage, assignment and custom fields. - Action **Update deal** Updates an existing deal in Follow Up Boss, including its stage, people, agents, price, dates and custom field values. - Action **Update note** Edits an existing note's subject, content, or associated contact in Follow Up Boss. - Action **Update task** Updates an existing task in Follow Up Boss, such as its name, type, assignee, related contact or completion status. - 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 - [ **Follow Up Boss** Simple lead management software for real estate agents and brokers.](https://apiant.ai/connections/follow-up-boss) - [ **TaxJar** TaxJar’s award-winning solution makes it easy to automate sales tax management, reporting and filing.](https://apiant.ai/connections/taxjar) Reviews ## What our customers say ## More from Follow Up Boss - [ **Follow Up Boss to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/follow-up-boss-to-hubspot) - [ **Follow Up Boss to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/follow-up-boss-to-salesforce) - [ **Follow Up Boss to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/follow-up-boss-to-slack) - [ **Follow Up Boss to Google Sheets** Google Sheets](https://apiant.ai/connect/follow-up-boss-to-google-sheets) - [ **Follow Up Boss to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/follow-up-boss-to-gmail) - [ **Follow Up Boss to Google Calendar** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/follow-up-boss-to-google-calendar) ## More into TaxJar - [ **HubSpot to TaxJar** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-taxjar) - [ **Salesforce to TaxJar** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-taxjar) - [ **Slack to TaxJar** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-taxjar) - [ **Google Sheets to TaxJar** Google Sheets](https://apiant.ai/connect/google-sheets-to-taxjar) - [ **Gmail to TaxJar** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-taxjar) - [ **Google Calendar to TaxJar** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-taxjar) Questions ## Follow Up Boss and TaxJar, answered ### ### What can start an automation from Follow Up Boss? Any of Follow Up Boss's 8 triggers in the catalog, including Deal Stage Updated, New Appointment, New Contact and New Deal. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in TaxJar when something happens in Follow Up Boss? Any of TaxJar's 20 actions, including Create a Customer, Create an Order Transaction, Create a Refund Transaction and Update a Customer. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from TaxJar to Follow Up Boss? TaxJar has no triggers in the catalog today, so automations start in Follow Up Boss. If you need the other direction, ask: your agent reads TaxJar's API documentation and adds it. ### ### Do I have to build a connector for Follow Up Boss or TaxJar? No. Both are in the catalog with their triggers and actions. You describe the automation; your agent builds it, tests every scenario and keeps it running. ### ### Can my AI client use Follow Up Boss and TaxJar without building an automation? Yes. With your AI client connected to APIANT, ask it to do something in either app once and it runs that action on the spot. Ask for an automation and your agent builds it, tests every scenario and keeps it running. One connection covers both. ### ### What happens when something fails? Your agent works that out for you. It plans the failure paths along with the happy path, then tests every scenario before it ships. ### ### Is there a free plan? Yes. Every plan includes the agent, including free, and building from your own AI client spends no assistant credits.