Connect ReadyCloud Suite to TaxBandits

Both apps 25ReadyCloud Suite 17TaxBandits 8

• Trigger
  New Contact

  Triggers when a new Contact is created.

• Trigger
  New Order

  Triggers when a new order is created in the selected ReadyCloud organization.

• Action
  Add order note

  Adds a note to an existing ReadyCloud order, optionally attributed to a named author.

• Action
  Add product

  Creates a product (SKU) in a ReadyCloud organization's product catalog.

• Action
  Add tag

  Adds a tag to a ReadyCloud order.

• Action
  Create Contact

  Creates a new contact in a ReadyCloud organization's directory, with optional addresses and custom fields.

• Action
  Create Member Event

  Creates a calendar event for a member of a ReadyCloud organization, with its title, times, location and alert.

• Action
  Create Order

  Creates a new order in a ReadyCloud organization, with its shipping and billing addresses, boxes, tags, notes and custom fields.

• Action
  Find boxes

  Returns every box packed for a ReadyCloud order, with dimensions, weight, shipping options, tracking number and custom fields.

• Action
  Find Contact

  Returns the contacts in a ReadyCloud organization's directory that match the email address and/or first and last name you supply.

• Action
  Find Order

  Returns the orders in a ReadyCloud organization that match a search phrase and/or filters such as order number, primary ID, PO number, customer email, tag, status or date range.

• Action
  Find products

  Returns the products in a ReadyCloud organization whose code, part number, EAN, ISBN or UPS matches the search text, or whose description contains it.

• Action
  Get contact

  Returns one contact from a ReadyCloud organization's directory, including its addresses, custom fields and optionally its notes.

• Action
  Get order

  Returns one ReadyCloud order with its billing and shipping details, addresses, boxes, tags, notes, relations and custom fields.

• Action
  Update contact

  Updates an existing contact in a ReadyCloud organization's directory. Only the details you fill in are changed.

• Action
  Update order

  Updates an existing order in a ReadyCloud organization, changing only the details you fill in, and returns the updated order.

• Action
  Update product

  Updates an existing product in a ReadyCloud organization's product catalog. Only the details you fill in are changed.

• Action
  Create Business

  Creates a new business (payer or employer) in TaxBandits and returns its BusinessId for use in W-9/W-8 requests and filings.

• Action
  Get Business

  Returns the full details of one TaxBandits business (payer), identified by its Business ID, TIN or your Payer Reference.

• Action
  Get W-9/W-8 status

  Returns the status of every W-9 and W-8 request sent to a recipient, including completed and in-progress forms and any TIN Matching result.

• Action
  List businesses

  Returns the businesses (payers) created in your TaxBandits account within a date range.

• Action
  Request W-9/W-8 by Email

  Emails a recipient a secure link to complete and e-sign their W-9 or W-8 form for one of your businesses.

• Action
  Request W-9/W-8 by text

  Sends a text message to a recipient with a secure link to complete their W-9 or W-8 form, and returns the submission's status.

• Action
  Request W-9/W-8 by URL

  Generates a unique secure URL where a recipient can complete their W-9 or W-8 form, which you can share or embed in your own app.

• Action
  Update Business

  Updates the details of an existing business (payer) in TaxBandits, such as its name, tax ID, address or contact information.

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