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Zapier makes it easy to integrate Salesforce with TaxJar - no code necessary. See how you can get setup in minutes.
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Salesforce
Salesforce
1. Choose trigger event
TaxJar
TaxJar
2. Choose action
1. Select the event
Setup
Test
Salesforce
Choose a trigger event
Choose a trigger
A trigger is the event that starts your Zap—like a "New Case Attachment" from Salesforce.
Add your action
An action happens after the trigger—such as "List Categories" in TaxJar.
You’re connected!
Zapier seamlessly connects Salesforce and TaxJar, automating your workflow.
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.
New Case Attachment
Triggers when a new Attachment is added to a case.
Create a new record or update an existing record in your app.
Campaign
Required
Lead
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Lead
Required
Account
Required
Opportunity
Create new opportunity?
Converted Status
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Parent Object
Required
Use Assignment Rules
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Note Title
Required
Note Content
Required
Salesforce Object
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Use Assignment Rules
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Salesforce Object
Required
Use Assignment Rules
Allow Duplicates
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Warning
Salesforce Object
Required
Record ID
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Report
Required
Include details
Number of custom filters
Row groupings
Column groupings
Summary calculations
Detail columns
Sort order
Report format
Advanced report options
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Contact to Update
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Salesforce Object
Required
Record to Update
Required
Use Assignment Rules
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Stop on error
Required
HTTP Method
Required
URL
Required
Query string parameters
Additional request headers
Body
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
SOSL Query
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Salesforce Object
Required
Search Value
Required
Second Field to Search By
Second Search Value
Search Operator
Action
This is an event a Zap performs.
Search
Find existing data in your app
Salesforce Object
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Salesforce Object
Required
Record ID
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Salesforce Object
Required
SOQL WHERE Clause
Required
Sort by
Sort Order
Maximum Number of Records
Use Assignment Rules
Allow Duplicates
Action
This is an event a Zap performs.
Search or write
Find existing data in your app, or create a new record if no data is found
Region
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
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
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
List Customers
Lists existing customers created through the API via GET to the v2/customers endpoint
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Transaction Date
From Transaction Date
To Transaction Date
Provider
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Street
City
State
Zip
Required
Country
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Transaction ID
Required
Provider
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
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
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Customer ID
Required
Exemption Type
Required
Name
Required
Exempt Regions
Street
City
State
Zip
Country
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
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
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
VAT
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
For AI agents & developers
Use Salesforce and TaxJar with AI agents and code
Beyond Zap workflows. Call Salesforce and TaxJar actions directly from your AI client or your codebase, using the same 9,000+ app integrations Zapier already runs.
No code
Connect via Zapier MCP
Expose Salesforce and TaxJar actions as tools in any MCP client. Authenticate once, then call them in natural language.
Example actions on this page
Add Contact to Campaign
List Categories
Works with
Claude · ChatGPT · Cursor · any MCP-compatible client
There is no Python package yet. SDK is TypeScript-only (@zapier/zapier-sdk). The MCP server URL is personal to your account; get it at zapier.com/mcp.
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Customers who say using Zapier has made them better at their job
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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
Connect Salesforce 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.
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.
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.
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.
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.
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.
Learn how to automate Salesforce on the Zapier blog
Make work flow with AI
Level up your Salesforce to TaxJar integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.
Frequently Asked Questions about Salesforce + TaxJar integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Salesforce and TaxJar
How do I connect Salesforce to TaxJar?
To connect Salesforce with TaxJar, you'll need to set up a Zap using our platform. Start by selecting Salesforce as your trigger app and choose an event that will kick off the Zap, such as 'New Account' or 'Updated Opportunity'. Then, select TaxJar as the action app where you can choose actions like 'Create Transaction' or 'Update Customer'. Follow the on-screen instructions to authenticate both apps and complete your Zap setup.
Can I automate tax calculations in TaxJar using triggers from Salesforce?
Yes, you can automate tax calculations by creating a Zap that triggers when certain conditions are met in Salesforce. For example, use a 'New Order' trigger in Salesforce to automatically send order details to TaxJar for real-time sales tax calculation.
What prerequisites are needed before integrating Salesforce with TaxJar?
Before you start, ensure you have active accounts in both Salesforce and TaxJar. You will also need sufficient permissions within each platform to authorize their connection through our service. Additionally, make sure you clearly define the workflows and data fields that need integration.
Are there any limitations on data transfer between Salesforce and TaxJar?
While we strive for seamless integration, some limitations are inherent due to API restrictions of either platform. It's important to check both platforms' limits on API calls and supported data types to avoid disruptions.
How can I ensure data privacy when syncing information between Salesforce and TaxJar?
We prioritize data security by employing industry-standard encryption during data transfer between platforms. Both Salesforce and TaxJar also have their own robust security measures in place to protect your information.
Can custom fields from Salesforce be mapped into TaxJar during integration?
Yes, custom fields from Salesforce can be mapped into corresponding fields in TaxJar when setting up your automation through our platform. You’ll have the flexibility of ensuring these mappings align with your unique business needs.
How do I troubleshoot common issues faced during integration setup between Salesforce and TaxJar?
If you encounter issues during setup, first check if both applications are properly authenticated in our system. Ensure all required fields in your trigger and action events are correctly set up. Refer to our troubleshooting guide for specific error codes or reach out for support if errors persist.
About Salesforce
Salesforce is a leading enterprise customer relationship manager (CRM) application.
App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier
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.
