Connect Kustomer to TaxJar

Both apps 47Kustomer 27TaxJar 20

• Trigger
  Conversation Created

  Triggers when a new conversation is created in Kustomer.

• Trigger
  Conversation Updated

  Triggers when a Kustomer conversation is created or updated.

• Trigger
  Customer Created

  Triggers when a new customer is created in Kustomer.

• Trigger
  Customer Updated

  Triggers when a Kustomer customer is created or updated.

• Trigger
  Message Created

  Triggers when a new message is sent or received in Kustomer.

• Trigger
  Message Updated

  Triggers when a Kustomer message is created or updated.

• Action
  Add custom object

  Creates a new custom object (KObject) of the chosen custom object type in Kustomer.

• Action
  Add message

  Adds a message to an existing Kustomer conversation; the message belongs to the conversation's customer.

• Action
  Create Company

  Creates a company in Kustomer that customers can be linked to.

• Action
  Create Conversation

  Creates a new conversation for a Kustomer customer, with an optional name, status and tags.

• Action
  Create Customer

  Creates a new customer in Kustomer with a name, email, phone and optional external ID.

• Action
  Create Notes

  Adds an internal note to a Kustomer conversation. Notes are visible to agents only, not the customer.

• Action
  Create User

  Invites a new agent user to your Kustomer org by name and email.

• Action
  Delete Customer

  Deletes a Kustomer customer by ID.

• Action
  Find Conversation

  Finds a Kustomer conversation by the external ID your own system gave it.

• Action
  Find Customer

  Finds a Kustomer customer by email address and returns their ID, name and phone.

• Action
  Find custom objects by criteria

  Returns the custom objects (KObjects) of a chosen Klass, optionally only those after a given date, sorted and limited to selected fields.

• Action
  Find User

  Finds a Kustomer agent user by email address.

• Action
  Get Company

  Returns one Kustomer company by ID.

• Action
  Get Conversation

  Returns one Kustomer conversation by ID, with its subject, status, customer and timestamps.

• Action
  Get Customer

  Returns one Kustomer customer by ID, with name, emails, phones and timestamps.

• Action
  Get message

  Returns a single Kustomer message by its ID, including its attributes and related conversation and customer.

• Action
  Get user

  Returns a Kustomer user (agent) by their ID, including name, email and other profile attributes.

• Action
  List teams

  Returns the teams in your Kustomer organization, optionally filtered by role group or deleted status.

• Action
  Update company

  Updates an existing Kustomer company's name, external ID, emails, phones, tags and custom attributes.

• Action
  Update Conversation

  Updates a Kustomer conversation's subject or status. Only the fields you fill in are changed.

• Action
  Update Customer

  Updates an existing Kustomer customer's name, email, phone or external ID. Only the fields you fill in are changed.

• 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.

No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.