Connect Salesforce and TaxJar to unlock the power of automation

Adds an existing file to an existing Record.

Adds an existing contact to an existing campaign.

Creates a new enhanced note (also known as ContentNote) with optional record attachment.

Creates a new lead in Salesforce.

Creates a new record of a specified Salesforce object.

Deletes an existing record of a specified Salesforce object.

Updates an existing contact in Salesforce.

Updates an existing record for a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).

This is an advanced action which makes a raw HTTP request that includes this integration's authentication.

Finds a record of a specified Salesforce object by up to two fields and values you choose.

Finds records of a specified Salesforce object by a field and value you choose (with line-item support).

Gets all notes and attachments for a record.

Finds a record of a Salesforce object using a Salesforce Object Query (SOQL) WHERE clause. Optionally create a record if not found.

TaxJar requires two-letter ISO codes be passed to its API for countries, regions, and US states. For example, given 'Hawaii' this action will return 'HI'. To view all countries that TaxJar supports for tax calculations, see

Creates a new order transaction in TaxJar via POST to the v2/transactions/orders API endpoint

Lists existing refund transactions created through the API via GET to the v2/transactions/refunds endpoint

Shows the sales tax rates for a given location via GET to the v2/rates/:zip API endpoint.

Shows an existing order transaction created through the API via GET to the v2/transactions/orders/:transaction_id endpoint

Updates an existing customer created through the API via PUT to the v2/customers/:customer_id endpoint

Updates an existing refund transaction created through the API via PUT to the v2/transactions/refunds/:transaction_id endpoint

Validates an existing VAT identification number against VIES via GET to the v2/validation API endpoint

Adds an existing lead to an existing campaign.

Creates a new attachment (max 25MB).

Creates a new File (max 25MB).

Creates a new note and links it to a parent record

Creates a new record of a specified Salesforce object. Dates use the UTC format.

Sends an email using Salesforce Simple Email Actions.

Updates an existing lead in Salesforce.

Updates an existing record of a specified Salesforce object. Dates use the UTC format.

Finds Child Records for a given Parent ID.

Finds records of a Salesforce object using a Salesforce Object Query (SOQL) WHERE clause.

Finds a record of a Salesforce object using a Salesforce Object Query (SOQL) WHERE clause.

Find a record. Optionally create a record if not found.

Creates a new customer in TaxJar via POST to the v2/customers API endpoint

Creates a new refund transaction in TaxJar via POST to the v2/transactions/refunds API endpoint

Lists existing order transactions created through the API via GET to the v2/transactions/orders endpoint

Shows an existing customer created through the API via GET to the v2/customers/:customer_id endpoint

Shows an existing refund transaction created through the API via GET to the v2/transactions/refunds/:transaction_id endpoint

Calculates sales tax for an order via POST to TaxJar's v2/taxes API endpoint

Updates an existing order transaction created through the API via PUT to the v2/transactions/orders/:transaction_id endpoint

Validates a customer address via POST to TaxJar's v2/addresses/validate API endpoint and returns back a collection of address matches. Note: Address validation requires a TaxJar Professional or higher subscription.