Connect Salesloft to TaxJar

Both apps 40Salesloft 20TaxJar 20

• Trigger
  Account Created, Updated or Deleted

  Triggers when an account (company) is created or updated in Salesloft.

• Trigger
  Cadence Created, Updated or Deleted

  Triggers when a cadence is created or updated in Salesloft.

• Trigger
  Call Created or Updated

  Triggers when a call is created or updated in Salesloft.

• Trigger
  Meeting Created or Updated

  Triggers when a meeting is created or updated in Salesloft.

• Trigger
  Note Created, Updated or Deleted

  Triggers when a note is created or updated in Salesloft.

• Trigger
  Person Created, Updated or Deleted

  Triggers when a person is created or updated in Salesloft.

• Trigger
  Step Created, Created/Updated or Deleted

  Triggers when a cadence step is created or updated in Salesloft.

• Trigger
  Task Created, Completed or Deleted

  Triggers when a task is created or updated in Salesloft.

• Trigger
  User Created or Updated

  Triggers when a user is created or updated in Salesloft.

• Action
  Add note

  Creates a note on a Salesloft person or account, optionally linked to a call.

• Action
  Add person to cadence

  Adds a person to a cadence, optionally on behalf of a teammate or starting at a specific step. Returns the new cadence membership.

• Action
  Add task

  Creates a call, email or general task in Salesloft for a person, assigned to a user.

• Action
  Create Person

  Creates a new person (prospect) in Salesloft. Needs an email address, or a phone number together with a last name.

• Action
  Delete person

  Deletes a person from Salesloft. This cannot be undone without contacting Salesloft support.

• Action
  Find accounts by criteria

  Finds Salesloft accounts (companies) matching criteria such as name, domain, tags, owner, industry or location.

• Action
  Find Person

  Finds people in Salesloft by email address. Returns the first match and the list of all matches.

• Action
  Find User

  Finds users on your Salesloft team by name or email. Returns the first match and the list of all matches.

• Action
  Get person

  Returns a Salesloft person by ID, including contact details, company, owner, cadences, tags and custom fields.

• Action
  List cadences

  Returns the cadences in your Salesloft team, optionally filtered by name, owner, group, sharing or archived status.

• Action
  Remove person from cadence

  Removes a person from a cadence by deleting their cadence membership.

• 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.