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Beyond-Bot.ai + taxjar
TaxJar provides a comprehensive sales tax API for real-time tax calculations, reporting, and filing.
What You Can Do with this Integration
Automate Data Entry
Automatically sync new contacts or deals from Beyond-Bot.ai to taxjar.
Enrich Customer Profiles
Use Beyond-Bot.ai to find and add new information to your records in taxjar.
Trigger Workflows
Start automated workflows in taxjar based on conversations with your virtual expert.
Available Actions
Here are the specific actions your virtual expert can perform within taxjar.
Taxjar Calculate Sales Tax For An Order
Tool to calculate sales tax for an order. use when you need an accurate tax calculation including nexus addresses, line items, shipping, and exemptions.
Taxjar Create Order Transaction
Tool to create a new order transaction. use after preparing transaction details.
Taxjar Create Refund Transaction
Tool to create a new refund transaction. use after confirming refund details.
Taxjar Delete Customer
Tool to delete an existing customer. use when you need to remove a previously created customer by its id. example: "delete customer cust 12345".
Taxjar Delete Order Transaction
Tool to delete an existing order transaction. use when you need to remove a previously created order transaction by its id. example: "delete transaction abc123".
Taxjar Delete Refund Transaction
Tool to delete an existing refund transaction. use when you need to remove a previously created refund transaction by its id. example: "delete refund 243345".
Taxjar List Customers
Tool to list existing customers. use when you need to retrieve customer records after they are created.
Taxjar List Nexus Regions
Tool to list existing nexus regions for an account. use after authenticating your account to discover where you have nexus for sales tax purposes.
Taxjar List Order Transactions
Tool to list existing order transactions. use when you need to retrieve created orders for reporting or analysis.
Taxjar List Refund Transactions
Tool to list refund transactions. use when you need to retrieve refunds created through the taxjar api.
Taxjar List Tax Categories
Tool to list all product tax categories and their codes. use when you need to discover available tax categories before assigning them to products.
Taxjar Show Customer
Tool to show an existing customer. use when you need to retrieve details of a specific customer via taxjar api.
Taxjar Show Order Transaction
Tool to show an existing order transaction by id. use when you need to retrieve full details of a specific order transaction after creation or listing.
Taxjar Show Refund Transaction
Tool to show a refund transaction. use when you need to retrieve details of an existing refund transaction via taxjar api.
Taxjar Show Tax Rates For A Location
Tool to show sales tax rates for a location. use when you need to retrieve sales tax rates for a specific zip code with optional address details (city, state, country, street).
Taxjar Summarize Tax Rates For All Regions
Tool to retrieve minimum and average sales tax rates by region. use when you need a backup of regional tax summary rates.
Taxjar Update Order Transaction
Tool to update an existing order transaction. use when adjusting order details such as amount, shipping, or line items after creation.
Taxjar Validate Vat Number
Tool to validate a vat number for tax-exempt status. use when you need to confirm a vat number's validity and existence before applying tax exemptions.