Calculate Sales Tax with TaxJar API on New Client Added from Moxie API

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Trigger workflow on

New Client Added from the Moxie API

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Calculate Sales Tax with the TaxJar API

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Getting Started#

This integration creates a workflow with a Moxie trigger and TaxJar action. When you configure and deploy the workflow, it will run on Pipedream's servers 24x7 for free.

Select this integration
Configure the New Client Added trigger
1. Connect your Moxie account
2. Configure timer
Configure the Calculate Sales Tax action
1. Connect your TaxJar account
2. Select a Exemption Type
3. Configure From Country
4. Configure From Zip
5. Configure From State
6. Configure From City
7. Configure From Street
8. Configure To Country
9. Configure To Zip
10. Configure To State
11. Configure Amount
12. Configure Shipping
Deploy the workflow
Send a test event to validate your setup
Turn on the trigger

Details#

This integration uses pre-built, source-available components from Pipedream's GitHub repo. These components are developed by Pipedream and the community, and verified and maintained by Pipedream.

To contribute an update to an existing component or create a new component, create a PR on GitHub. If you're new to Pipedream component development, you can start with quickstarts for trigger span and action development, and then review the component API reference.

Trigger#

New Client Added on Moxie

Description:Emit new event when a new client is created.

Version:0.0.1

Key:moxie-new-client-added

View on GitHub

Moxie Overview#

The Moxie API provides tools to facilitate customer engagement through chat and messaging services. With this API, you can integrate real-time chat capabilities, manage conversations, and leverage customer data to provide personalized support. On Pipedream, you can use the Moxie API to create automated workflows that respond to events in Moxie, such as new messages or chat engagements, and connect them with other services to enhance customer support, automate responses, and streamline communication processes.

Trigger Code#

import common from "../common/common.mjs";
import sampleEmit from "./test-event.mjs";

export default {
  ...common,
  key: "moxie-new-client-added",
  name: "New Client Added",
  version: "0.0.1",
  description: "Emit new event when a new client is created.",
  type: "source",
  dedupe: "unique",
  methods: {
    ...common.methods,
    getResources() {
      return this.moxie.listClients();
    },
    getTsKey() {
      return "created";
    },
    generateMeta(client) {
      return {
        id: client.id,
        summary: client.name,
        ts: Date.parse(client[this.getTsKey()]),
      };
    },
  },
  sampleEmit,
};

Trigger Configuration#

This component may be configured based on the props defined in the component code. Pipedream automatically prompts for input values in the UI and CLI.

Label	Prop	Type	Description
Moxie	`moxie`	`app`	This component uses the Moxie app.
N/A	`db`	`$.service.db`	This component uses `$.service.db` to maintain state between executions.
	`timer`	`$.interface.timer`

Trigger Authentication#

Moxie uses API keys for authentication. When you connect your Moxie account, Pipedream securely stores the keys so you can easily authenticate to Moxie APIs in both code and no-code steps.

To retrieve your API Key and Base URL,

Navigate to your Moxie account and sign in
Pull up the “Workspace settings” menu on the bottom left
Go to “Connected Apps” > “Integrations” > "Enable custom integrations"

About Moxie#

Moxie is a set of stupid-good tools work for you. Features Client management Invoices Project management Time tracking Accounting Collaborators Proposals & more.

Action#

Calculate Sales Tax on TaxJar

Description:Shows the sales tax that should be collected for a given order. [See the documentation](https://developers.taxjar.com/api/reference/#taxes)

Version:0.0.1

Key:taxjar-calculate-sales-tax

View on GitHub

TaxJar Overview#

The TaxJar API offers a suite of tools for automating sales tax calculations, reporting, and filings. With this API, you can get real-time sales tax rates and calculations at checkout, generate detailed sales tax reports for each state, and automate your sales tax filings. Integrating TaxJar with Pipedream allows you to create workflows that can enhance e-commerce platforms, financial systems, and accounting software, ensuring that sales tax handling is both accurate and effortless.

Action Code#

import app from "../../taxjar.app.mjs";

export default {
  key: "taxjar-calculate-sales-tax",
  name: "Calculate Sales Tax",
  description: "Shows the sales tax that should be collected for a given order. [See the documentation](https://developers.taxjar.com/api/reference/#taxes)",
  version: "0.0.1",
  type: "action",
  props: {
    app,
    exemptionType: {
      propDefinition: [
        app,
        "exemptionType",
      ],
    },
    fromCountry: {
      propDefinition: [
        app,
        "fromCountry",
      ],
    },
    fromZip: {
      propDefinition: [
        app,
        "fromZip",
      ],
    },
    fromState: {
      propDefinition: [
        app,
        "fromState",
      ],
    },
    fromCity: {
      propDefinition: [
        app,
        "fromCity",
      ],
    },
    fromStreet: {
      propDefinition: [
        app,
        "fromStreet",
      ],
    },
    toCountry: {
      propDefinition: [
        app,
        "toCountry",
      ],
    },
    toZip: {
      propDefinition: [
        app,
        "toZip",
      ],
    },
    toState: {
      propDefinition: [
        app,
        "toState",
      ],
    },
    amount: {
      propDefinition: [
        app,
        "amount",
      ],
    },
    shipping: {
      propDefinition: [
        app,
        "shipping",
      ],
    },
  },
  async run({ $ }) {
    const response = await this.app.calculateSalesTax({
      $,
      data: {
        exemption_type: this.exemptionType,
        from_country: this.fromCountry,
        from_zip: this.fromZip,
        from_state: this.fromState,
        from_city: this.fromCity,
        from_street: this.fromStreet,
        to_country: this.toCountry,
        to_zip: this.toZip,
        to_state: this.toState,
        amount: this.amount,
        shipping: this.shipping,
      },
    });
    $.export("$summary", `Successfully calculated sales tax. Amount to collect: ${response.tax.amount_to_collect}`);
    return response;
  },
};

Action Configuration#

This component may be configured based on the props defined in the component code. Pipedream automatically prompts for input values in the UI.

Label	Prop	Type	Description
TaxJar	`app`	`app`	This component uses the TaxJar app.
Exemption Type	`exemptionType`	`string`	Select a value from the drop down menu:`wholesalegovernmentothernon_exempt`
From Country	`fromCountry`	`string`	The two-letter ISO country code of the country where the order shipped from, i.e.: `US`
From Zip	`fromZip`	`string`	The postal code where the order shipped from, i.e.: `92093`
From State	`fromState`	`string`	The two-letter ISO state code where the order shipped from, i.e.: `CA`
From City	`fromCity`	`string`	The city where the order shipped from, i.e.: `La Jolla`
From Street	`fromStreet`	`string`	The street address where the order shipped from, i.e.: `9500 Gilman Drive`
To Country	`toCountry`	`string`	The two-letter ISO country code of the country where the order shipped to, i.e.: `US`
To Zip	`toZip`	`string`	The postal code where the order shipped to, i.e.: `92093`
To State	`toState`	`string`	The two-letter ISO state code where the order shipped yo, i.e.: `CA`
Amount	`amount`	`string`	Total amount of the order, excluding shipping
Shipping	`shipping`	`string`	Total amount of shipping for the order

Action Authentication#

TaxJar uses API keys for authentication. When you connect your TaxJar account, Pipedream securely stores the keys so you can easily authenticate to TaxJar APIs in both code and no-code steps.

To retrieve your API Key,