HoneyBook + TaxJar

HoneyBook + TaxJar integrations

Track new HoneyBook payments by creating order transactions in TaxJar

Enhance your financial management with this seamless workflow. As soon as a payment is made in HoneyBook, it instantly creates a corresponding order transaction in TaxJar. This automation effectively streamlines your record-keeping process and saves valuable time, ensuring accuracy and efficiency in your transactions.

When this happens...
New Payment PaidTriggers when any payment is successfully paid by the client (including manual payments).
TriggerInstant
automatically do this!
Create an Order TransactionCreates a new order transaction in TaxJar via POST to the v2/transactions/orders API endpoint
ActionWrite

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More things you can do with HoneyBook and TaxJar

Discover other triggers and actions you can use with HoneyBook and TaxJar

Client Created
Triggers when a new client is created in HoneyBook.
Trigger
Instant
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- Note
Trigger
Instant
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New Project Booked
Triggers when a project is booked (an agreement/proposal signed or retainer paid).
Trigger
Instant
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- Client Full Name
  Required
- Client Email
  Required
- Phone Number
- Project Type
- Project Date
- Project Details
- Project Budget
Action
Write
List Categories
Gets the latest product categories and corresponding tax codes from TaxJar via GET to the v2/categories API endpoint
Action
Write

- Customer ID
  Required
- Exemption Type
  Required
- Name
  Required
- Exempt Regions
- Street
- City
- State
- Zip
- Country
Action
Write
- Transaction ID
  Required
- Transaction Reference ID
  Required
- Transaction Date
  Required
- Provider
- From Street
- From City
- From State
- From Zip
- From Country
- To Street
- To City
- To State
  Required
- To Zip
  Required
- To Country
  Required
- Amount
  Required
- Shipping
  Required
- Sales Tax
  Required
- Customer ID
- Exemption Type
- Line Items
Action
Write

- Transaction Date
- From Transaction Date
- To Transaction Date
- Provider
Action
Write
List Nexus Regions
Lists existing nexus regions for a TaxJar account, sorted alphabetically via GET to the v2/nexus/regions API endpoint
Action
Write
- Customer ID
  Required
Action
Write
- Transaction ID
  Required
- Provider
Action
Write
- From Street
- From City
- From State
- From Zip
- From Country
- To Street
- To City
- To State
- To Zip
- To Country
  Required
- Amount
  Required
- Shipping
  Required
- Customer ID
- Exemption Type
- Nexus Addresses
- Line Items
Action
Write
- Transaction ID
  Required
- Transaction Date
- From Street
- From City
- From State
- From Zip
- From Country
- To Street
- To City
- To State
- To Zip
- To Country
- Amount
- Shipping
- Sales Tax
- Customer ID
- Exemption Type
- Line Items
Action
Write
- Street
- City
- State
- Zip
- Country
Action
Write

Meeting Scheduled
Trigger when a meeting is scheduled or changed
Trigger
Instant
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New Payment Paid
Triggers when any payment is successfully paid by the client (including manual payments).
Trigger
Instant
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Project Stage Changed
Triggers when a project manually or automatically changes its stage.
Trigger
Instant
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- Full Name
  Required
- Email
  Required
- Address
- Phone Number
Action
Write
- Region
  Required
Action
Write
- Transaction ID
  Required
- Transaction Date
  Required
- Provider
- From Street
- From City
- From State
- From Zip
- From Country
- To Street
- To City
- To State
  Required
- To Zip
  Required
- To Country
  Required
- Amount
  Required
- Shipping
  Required
- Sales Tax
  Required
- Customer ID
- Exemption Type
- Line Items
Action
Write
List Customers
Lists existing customers created through the API via GET to the v2/customers endpoint
Action
Write
- Transaction Date
- From Transaction Date
- To Transaction Date
- Provider
Action
Write
- Street
- City
- State
- Zip
  Required
- Country
Action
Write
- Transaction ID
  Required
- Provider
Action
Write
Summarize Tax Rates for All Regions
Retrieves minimum and average sales tax rates by region as a backup via GET to the v2/summary_rates API endpoint
Action
Write
- Customer ID
  Required
- Exemption Type
  Required
- Name
  Required
- Exempt Regions
- Street
- City
- State
- Zip
- Country
Action
Write
- Transaction ID
  Required
- Transaction Reference ID
  Required
- Transaction Date
- From Street
- From City
- From State
- From Zip
- From Country
- To Street
- To City
- To State
- To Zip
- To Country
- Amount
- Shipping
- Sales Tax
- Customer ID
- Exemption Type
- Line Items
Action
Write
- VAT
  Required
Action
Write

About HoneyBook

HoneyBook is the leading client-flow platform independent businesses use to showcase services, book clients, manage projects, and get paid.

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About TaxJar

TaxJar’s award-winning solution makes it easy to automate sales tax management, reporting and filing. We obsessively leverage technology and exceptional customer service to help you focus on what matters most — growing your business.

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