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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "New Company" from HubSpot.

Add your action

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

You’re connected!

Zapier seamlessly connects HubSpot 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.

- Note
- Additional properties to retrieve
Trigger
Polling
Try It
- Note
- Additional properties to retrieve
Trigger
Polling
Try It
- Note
- Additional properties to retrieve
Trigger
Polling
Try It
- Property Name
  Required
Trigger
Instant
Try It
Email Subscriptions Timeline
Triggers when new email timeline subscription added for the portal.
Trigger
Polling
Try It

- Form
  Required
Trigger
Instant
Try It
- Contact List
  Required
- Note
- Additional properties to retrieve
Trigger
Instant
Try It

- Type of Custom Object
  Required
Trigger
Instant
Try It
- Channel
  Required
- Status
Trigger
Polling
Try It
- Note
- Additional properties to retrieve
Trigger
Polling
Try It
- Property Name
  Required
Trigger
Polling
Try It
- Type of Custom Object
  Required
Trigger
Instant
Try It
- Note
- Contact Email
  Required
- Subscription Types
  Required
- Legal Basis Explanation
Action
Write
- Note
- Name
  Required
Action
Write
Create Contact
Creates a Contact in HubSpot.
Action
Write
- Note
- Halt task if any associations error occurred
- Engagement Type
  Required
- Assigned To
Action
Write
- Type of Custom Object
  Required
Action
Write
Create Deal
Creates a Deal in HubSpot.
Action
Write
- Company ID
  Required
- Note
- Additional properties to retrieve
Action
Write
- Type of Custom Object
  Required
Action
Write
- Note
Action
Write
- Product ID
  Required
- Note
- Additional properties to retrieve
Action
Write
Create Line_item
Creates a Line_item in HubSpot.
Action
Write
- Note
- Contact Email Address
  Required
- Event ID
  Required
- Contact Value
Action
Write
Remove Associations
Removes associations between objects.
Action
Write
- Note
- Form
  Required
- Note
- HubSpot usertoken
- IP address
- Page name
- Page URI
- Page ID
- SFDC campaign ID
- GoToWebinar key/ID
- Submission timestamp
- Skip validation
Action
Write
Update Company
Update a Company in HubSpot.
Action
Write
Update Deal
Update a Deal in HubSpot.
Action
Write
Update Product
Update a Product in HubSpot.
Action
Write
- Type of Custom Object
  Required
Action
Write
- Folder
  Required
- Filename
  Required
- Access level
  Required
- File
  Required
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Note
- Additional properties to retrieve
Action
Search
- Type of Custom Object
  Required
Action
Search
- Note
- Additional properties to retrieve
Action
Search
- Owner email
  Required
- Search among deactivated owners
Action
Search
- Owner Id
  Required
- Search among deactivated owners
Action
Search
- Note
- Additional properties to retrieve
Action
Search
- Note
- Name
  Required
Action
Search or write
- Note
- Additional properties to retrieve
Action
Search or write
- Note
- Name
  Required
- Note
- Company
- Contact
Action
Search or write
- Note
- Additional properties to retrieve
Action
Search or write
- Note
- Additional properties to retrieve
Action
Search or 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

- Note
- Additional properties to retrieve
Trigger
Polling
Try It
- Note
- Additional properties to retrieve
Trigger
Polling
Try It
- Note
- Additional properties to retrieve
Trigger
Polling
Try It
- Event Type
Trigger
Polling
Try It
- Type
Trigger
Polling
Try It
- Note
- Additional properties to retrieve
Trigger
Polling
Try It
- Blog Url
  Required
- Article State
  Required
Trigger
Polling
Try It
New Deal
Triggers when a new Deal is created.
Trigger
Instant
Try It
- Property Name
  Required
- Properties to retrieve
  Required
Trigger
Polling
Try It
- Note
- Additional properties to retrieve
Trigger
Polling
Try It
- Property Name
  Required
- Note
- Additional properties to retrieve
Trigger
Instant
Try It
- Note
- Note
- Additional properties to retrieve
Trigger
Polling
Try It
- Note
- List Name
  Required
- Contact Email
  Required
- Halt my task if contact is already a member of the list
Action
Write
Create Company
Creates a Company in HubSpot.
Action
Write
Create Associations
Creates associations between objects.
Action
Write
- Note
- Social Media Channel
  Required
- Message Content
  Required
- When
- Save as draft
Action
Write
- Note
- Note
- Name
  Required
- Company
- Contact
Action
Write
- Note
- Workflow Name
  Required
- Contact's Email
  Required
Action
Write
- Contact ID
  Required
- Note
- Additional properties to retrieve
Action
Write
- Deal ID
  Required
- Note
- Additional properties to retrieve
Action
Write
- Line_item ID
  Required
- Note
- Additional properties to retrieve
Action
Write
- Ticket ID
  Required
- Note
- Additional properties to retrieve
Action
Write
- Note
- Blog URL
  Required
- Blog Author
  Required
- Publish This Post?
  Required
- Blog Post URL
  Required
- Blog Post Title
  Required
- Blog Post Content
  Required
- Meta Description
  Required
- Featured image URL
Action
Write
Create Product
Creates a Product in HubSpot.
Action
Write
- Note
- List Name
  Required
- Contact Email
  Required
- Halt my task if contact wasn't a member of the list
  Required
Action
Write
Create Ticket
Creates a Ticket in HubSpot.
Action
Write
Update Contact
Update a Contact in HubSpot.
Action
Write
Update Line_item
Update a Line_item in HubSpot.
Action
Write
Update Ticket
Update a Ticket in HubSpot.
Action
Write
- Note
- Email
  Required
Action
Write
- Note
- Note
- Contact Email
  Required
Action
Write
- Note
- Name
  Required
Action
Search
- Note
- Additional properties to retrieve
Action
Search
- Note
- Name
  Required
Action
Search
Find Associations
Find associations between objects.
Action
Search
- Object Type
  Required
- Pipeline Id
  Required
- Stage Id
  Required
Action
Search
- Note
- Additional properties to retrieve
Action
Search
- Note
- Additional properties to retrieve
Action
Search
- Note
- Additional properties to retrieve
Action
Search or write
- Type of Custom Object
  Required
Action
Search or write
- Note
- Additional properties to retrieve
Action
Search or write
- Note
- Additional properties to retrieve
Action
Search or 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

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Connect HubSpot 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 HubSpot on the Zapier blog

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Level up your HubSpot 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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Frequently Asked Questions about HubSpot + TaxJar integrations

New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with HubSpot and TaxJar

How can I set up an integration between HubSpot and TaxJar?

To set up an integration between HubSpot and TaxJar, you'll need to use our platform to create a Zap, which connects the two applications. You can choose a trigger event in HubSpot, such as 'New Deal' or 'Deal Stage Changed', and then select an action in TaxJar, like 'Create Transaction' or 'Update Transaction'. This will automate your workflow between the two systems.

What triggers in HubSpot can be used to initiate actions in TaxJar?

Our integration allows you to use several triggers from HubSpot, including 'New Contact', 'New Company', and 'Updated Deal'. Once triggered, these can perform specific actions in TaxJar such as creating transactions or updating existing records.

Are there specific actions available in TaxJar when integrated with HubSpot?

Yes, when integrating with HubSpot, you can perform actions like 'Create Transaction', which helps automate your sales tax calculations based on new deals or contacts created in HubSpot.

Is it possible to update a transaction in TaxJar from a deal change in HubSpot?

Certainly! By using our platform, you can configure a trigger for any changes within a deal stage in HubSpot and set it up to update the corresponding transaction information in TaxJar automatically.

Can multiple triggers be set up for different actions between HubSpot and TaxJar?

Absolutely! Our platform allows you to configure multiple Zaps for different scenarios. For example, one Zap could trigger on 'New Contact' while another could trigger on 'Deal Closed', each guiding specific actions like creating or updating transactions in TaxJar.

Do I need coding skills to integrate HubSpot with TaxJar?

No coding skills are required. Our user-friendly interface guides you through setting up triggers and actions without needing any programming knowledge. You can connect both platforms seamlessly using our predefined templates and customization options.

How do I troubleshoot issues when integrating HubSpot with TaxJar?

'We provide detailed error messages that help identify what might have gone wrong if something doesn't work as expected. Common troubleshooting steps include checking your connection settings for both apps and ensuring that all required fields are correctly mapped.'

About HubSpot

HubSpot is your all-in-one stop for all of your marketing software needs.

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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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