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Choose a Trigger

Choose an Action

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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 Lead" from Odoo CRM.

Add your action

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

You’re connected!

Zapier seamlessly connects Odoo CRM 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 Lead
Triggers on a new lead.
Trigger
Polling
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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

Create Lead
Creates a lead.
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

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Customers have created over 25 million Zaps on the platform

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About Odoo CRM

Odoo is a powerful open source platform with dozens of apps to help you grow your business. Available apps range from CRM to eCommerce, and from accounting to manufacturing and project management. This Odoo CRM integration allows users to connect Odoo's CRM product to other apps. This integration works with instances that are cloud hosted at "odoo.com."

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