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1. Choose trigger event

2. Choose action

1. Select the event

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App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "Lead Created" from IRIS CRM.

Add your action

An action happens after the trigger—such as "List Categories" in TaxJar.

You’re connected!

Zapier seamlessly connects IRIS CRM and TaxJar, automating your workflow.

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Customers have created over 25 million Zaps on the platform

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The average user takes less than 6 minutes to set up a Zap

Make work flow with AI

Level up your IRIS CRM to TaxJar integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

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Connect IRIS CRM and TaxJar to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Integration categories

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

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Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

An illustration representing how to measure campaign impact with Zapier.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

An illustration representing how to automate customer support with Zapier.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

An illustration representing how to move and manage data with Zapier.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

An illustration of a flow chart representing how to resolve tickets and incidents with Zapier.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

triggers, actions, or triggers and actions

- Info
- Current Status
  Required
Trigger
Instant
Try It
- Info
- Current Status
  Required
Trigger
Instant
Try It
- Info
- Current Status
  Required
Trigger
Instant
Try It
- Info
- Previous Status
  Required
- New Status
  Required
Trigger
Instant
Try It
- Info
Trigger
Instant
Try It
- Info
- Ticket Type(s)
Trigger
Instant
Try It
- Info
- Previous Type(s)
- New Type(s)
Trigger
Instant
Try It
- Info
- Ticket ID
- Comment text
- Comment text
- Visible for Merchants?
Action
Write
- Info
- Note Tab
  Required
- Sticky or not?
  Required
- Note content
  Required
Action
Write
- Info
- Group
  Required
- Status
  Required
- Assign User(s)
  Required
- Assign User's Manager(s)
- Campaign
- Source
- Other lead fields
Action
Write
- Info
- Lead Email Field
  Required
- Email template
  Required
Action
Write
- Info
- Group
  Required
- Campaign
- Source
- Other lead fields
Action
Write
- Info
- Ticket ID
- Ticket type
  Required
- Subject
  Required
- Description
- Status
  Required
- Outcome
- Priority
- Channel ID
- Assign User(s)
- Assign type
  Required
- Assign to
  Required
- Group
- Visible for Merchants?
- Due date
- Checklist
- External ID
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
  Required
- Exemption Type
  Required
- Line Items
Action
Write
- Transaction Date
  Required
- 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
  Required
- To Zip
  Required
- To Country
  Required
- Amount
  Required
- Shipping
  Required
- Customer ID
  Required
- Exemption Type
  Required
- Nexus Addresses
- Line Items
Action
Write
- Transaction ID
  Required
- Transaction Date
  Required
- 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
  Required
- Exemption Type
  Required
- Line Items
Action
Write
- Street
- City
- State
- Zip
- Country
Action
Write

Lead Deleted
Triggers when a lead is deleted.
Trigger
Instant
Try It
- Info
- Current Status
  Required
Trigger
Instant
Try It
Lead Restored
Triggers when a lead is restored.
Trigger
Instant
Try It
Lead Updated
Triggers when a lead is updated.
Trigger
Instant
Try It
- Info
- Ticket Type(s)
Trigger
Instant
Try It
- Info
Trigger
Instant
Try It
- Info
- Ticket Type(s)
Trigger
Instant
Try It
- Info
- File Tab
  Required
- File Label
  Required
- File Name
  Required
- File Source
  Required
Action
Write
- Info
- Assign User(s)
  Required
- Assign User's Manager(s)
Action
Write
- Info
- Ticket type
  Required
- Subject
  Required
- Description
- Priority
- Channel ID
- Assign User(s)
- Assign type
  Required
- Assign to
  Required
- Group
- Visible for Merchants?
- Due date
- Checklist
Action
Write
- Info
- Lead Phone Field
  Required
- SMS template
  Required
Action
Write
- Info
- New Status
  Required
- New Group
  Required
Action
Write
- Api_docs_info
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
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
  Required
- Exemption Type
  Required
- Line Items
Action
Write
List Customers
Lists existing customers created through the API via GET to the v2/customers endpoint
Action
Write
- Transaction Date
  Required
- From Transaction Date
- To Transaction Date
- Provider
Action
Write
- Street
- City
- State
- Zip
- 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
  Required
- 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
  Required
- Exemption Type
  Required
- Line Items
Action
Write
- VAT
  Required
Action
Write

About IRIS CRM

IRIS CRM is a payments platform for tracking leads, merchants and calculating residuals for processors such as First Data, TSYS and WorldPay.

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Payment Processing

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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