Integrations / Taxes
Taxjar on WhatsApp: manage customers and order transactions with an AI agent
Flann turns Taxjar into something you can message. Ask on WhatsApp, by text or voice note, and Flann does the work in Taxjar for you. Here is what changes when Taxjar talks to Flann.
21 actions in Taxjar. 12 only look things up, and 9 create, update, send or delete. You connect with your API key.
What you can ask Flann to do in Taxjar
You do not need the exact wording. These are the kinds of messages Flann turns into Taxjar actions.
“Show me my customers in Taxjar.”
“Show me my tax categories in Taxjar.”
“Show me my order transactions in Taxjar.”
“Create a customer in Taxjar.”
“Create an order transaction in Taxjar.”
“Create a refund transaction in Taxjar.”
What Flann can work with in Taxjar
Taxjar gives Flann 21 actions across 6 kinds of record. These are the ones you are most likely to use.
| Record | What Flann can do | Actions |
|---|---|---|
| Customers | createdeletelook upupdate | 5 |
| Order transactions | createdeletelook upupdate | 5 |
| Refund transactions | createdeletelook upupdate | 5 |
How the same customer job compares, in Taxjar directly and through Flann.
| Compare | In Taxjar yourselfYou click through each job | Flann on TaxjarYou ask, Flann does the clicking |
|---|---|---|
| Asking for something | Open the app and find the right page | A WhatsApp message, typed or spoken |
| Finding answers about customers | Filters and searches you run yourself | 12 look-ups, answered straight away |
| Making changes | Typed in by hand | 9 changes, made from a message |
| Taxjar records | All of them, one screen at a time | 6 kinds, from one chat |
| Getting connected | Nothing new to set up | Your Taxjar API key, once |
YesPartlyNo
Step by step: Taxjar jobs you can hand to Flann
How a request turns into real Taxjar actions, one step at a time.
Create a customer from a voice note
- You message Flann on WhatsApp: “Create a customer in Taxjar with these details.”
- Flann runs
List Customersin Taxjar and shows you what it found. - Flann runs
Create Customerin Taxjar. - Flann creates it in Taxjar and confirms in the chat.
Fix an order transaction without opening Taxjar
- You message Flann on WhatsApp: “Change the order transaction in Taxjar: here is what is different.”
- Flann runs
List Order Transactionsin Taxjar and shows you what it found. - Flann runs
Update Order Transactionin Taxjar. - Flann makes the change in Taxjar and confirms in the chat.
Clean up refund transactions you no longer need
- You message Flann on WhatsApp: “Which refund transactions in Taxjar are out of date? Remove the ones I confirm.”
- Flann runs
List refund transactionsin Taxjar and shows you what it found. - Flann runs
Delete Refund Transactionin Taxjar. - Each removal is confirmed in the chat.
Where Flann saves you time in Taxjar
Small jobs, repeated often, are where the time goes. Here is how they change once Taxjar is connected.
Refunds handled properly
Today
When a customer asks for money back, you search Taxjar for the original payment, check what was bought and work out how much is due. Then you still have to reply.
With Flann
“Refund the deposit Omar paid last week, he cancelled in time.”
Locating Omar’s payment in Taxjar, Flann confirms the amount and prepares the refund against the original charge. It also drafts a short message telling Omar when to expect the money.
What you stop doing: Refunds stop turning into a small investigation.
Knowing which bills to pay
Today
Supplier bills arrive by email, post and WhatsApp, and only some of them make it into Taxjar. Due dates slip past and late fees follow.
With Flann
“List the supplier bills due before Friday in Taxjar and what we have in the bank.”
Straight from Taxjar, Flann lists the bills falling due, with the supplier, the amount and any that are already late, next to your current balance. You decide what to pay.
What you stop doing: Nobody has to keep due dates on a sticky note by the till.
More on this: how to hand repetitive tasks to an AI agent on WhatsApp.
How Flann connects to Taxjar
- Open Connectors in Flann and choose Taxjar.
- Paste your Taxjar API key into the secure form Flann opens. You will find the key in your Taxjar account settings.
- Go back to WhatsApp and ask for what you need. Flann chooses the Taxjar action and fills in the details.
Of the 21 Taxjar actions, 12 only read. The other 9 create, update, send or delete. Disconnect Taxjar in Connectors whenever you like.
Ways to use Taxjar with Flann
Check before you promise
A customer asks for credit or a discount. Ask Flann what they have spent with you, straight from Taxjar, before you answer.
Log it while it is fresh
Send Flann a voice note about a payment or an expense. It prepares the entry in Taxjar and shows it to you before saving.
Find the slow payers
Ask which customers pay late. Flann reads the history in Taxjar and gives you the short list, so you decide who gets a nudge.
Everything Flann can do in Taxjar
Every Taxjar action Flann can run, split into what it reads and what it changes.
Looks up 12
- Calculate Sales Tax For An Order
- List Customers
- List Nexus Regions
- List Order Transactions
- List refund transactions
- List Tax Categories
- Show Customer
- Show Order Transaction
- Show Refund Transaction
- Show Tax Rates for a Location
- Summarize Tax Rates for All Regions
- Validate VAT Number
Changes 9
- Create Customer
- Create Order Transaction
- Create Refund Transaction
- Delete Customer
- Delete Order Transaction
- Delete Refund Transaction
- Update Customer
- Update Order Transaction
- Update Refund Transaction
More Taxes apps Flann works with
Common questions
What can Flann do with customers in Taxjar?
Flann can create, delete, look up and update customers in Taxjar, using 5 actions (Create Customer, Delete Customer, List Customers, Show Customer and more). Looking up runs straight away and changes nothing. The other actions create or change customers in Taxjar.
What can Flann do with order transactions in Taxjar?
Flann can create, delete, look up and update order transactions in Taxjar, using 5 actions (Create Order Transaction, Delete Order Transaction, List Order Transactions, Show Order Transaction and more). Looking up runs straight away and changes nothing. The other actions create or change order transactions in Taxjar.
How does Flann connect to Taxjar?
Open Connectors in Flann, choose Taxjar and paste your Taxjar API key into a secure form. You will find the key in your Taxjar account settings. Once it is connected, Flann can use 21 actions in Taxjar.
Do I need to open Taxjar to use it with Flann?
No. Once Taxjar is connected, you ask Flann on WhatsApp or in the Flann app, by text or voice note, and it does the work in Taxjar.
Does connecting Taxjar cost extra?
No. Taxjar is included in every Flann plan, along with every other app Flann connects to.