Integration

Connect Intervals to TaxJar

When something happens in Intervals, 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.

Intervals6 triggersIntervals38 actionsTaxJar20 actions

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Everything your agent can do with Intervals and TaxJar

Triggers and actions 6 triggers · 58 actions

Trigger
New client
Polling trigger: fires when a new client is created in Intervals (GET /client).
Trigger
New invoice
Polling trigger: fires when a new invoice is created in Intervals (GET /invoice).
Trigger
New milestone
Polling trigger: fires when a new milestone is created in Intervals (GET /milestone).
Trigger
New person
Polling trigger: fires when a new person is added in Intervals (GET /person).
Trigger
New project
Polling trigger: fires when a new project is created in Intervals (GET /project).
Trigger
New task
Polling trigger: fires when a new task is created in Intervals (GET /task).
Action
Add client
Create a new client.
Action
Add expense
Create a new expense.
Action
Add invoice
Create a new invoice.
Action
Add milestone
Create a new milestone.
Action
Add person
Create a new person (team member).
Action
Add project
Create a new project.
Action
Add task
Create a new task.
Action
Add time entry
Log a new time entry against a task.
Action
Add timer
Start a new timer for a task.
Action
Delete client
Delete a client.
Action
Delete expense
Delete an expense.
Action
Delete invoice
Delete an invoice.
Action
Delete milestone
Delete a milestone.
Action
Delete person
Delete a person.
Action
Delete project
Delete a project.
Action
Delete task
Delete a task.
Action
Delete time entry
Delete a logged time entry.
Action
Delete timer
Delete a timer.
Action
Get client
Retrieve a single client by id.
Action
Get expense
Retrieve a single expense by id.
Action
Get invoice
Retrieve a single invoice by id.
Action
Get milestone
Retrieve a single milestone by id.
Action
Get person
Retrieve a single person by id.
Action
Get project
Retrieve a single project by id.
Action
Get task
Retrieve a single task by id.
Action
Get time entry
Retrieve a single logged time entry by id.
Action
Get timer
Retrieve a single timer by id.
Action
List milestones
Retrieve all milestones in the Intervals account.
Action
List tasks
Retrieve all tasks in the Intervals account.
Action
Update client
Update an existing client's details.
Action
Update expense
Update an existing expense.
Action
Update invoice
Update an existing invoice.
Action
Update milestone
Update an existing milestone.
Action
Update person
Update an existing person's details.
Action
Update project
Update an existing project's details.
Action
Update task
Update an existing task's details.
Action
Update time entry
Update an existing logged time entry.
Action
Update timer
Update a timer (e.g. stop or adjust it).
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 Intervals