TaxBandits and Salesflare
How to connect TaxBandits
- Via Zapier — 5 operations available. Set it up ↗
What you can automate
- When new Account in Salesflare, create Business in TaxBandits.
About TaxBandits
TaxBandits is a trusted IRS-authorized e-filing solution that simplifies 1099, W-2, 94x, W-9, TIN Matching, and more for businesses and tax professionals
TaxBandits operations on Zapier
Triggers (3)
Start a workflow when this happens
- New W8/W9 Request Completed — Triggers when a W-9/W-8 requests completed by the vendors.
- W8 Request Completed — Triggers when a W-8 requests completed by the vendors.
- W9 Request Completed — Triggers when a W-9 requests completed by the vendors.
Actions (2)
Things Salesflare can make it do
- Create Business — Adds a new business to TaxBandits. Returns a BusinessId for use in future API requests.
- Request W-9/W-8 by Email — Requests a completed W-9/W-8 form from vendors via email, with a secure link for easy online submission.
Similar apps
Not using Salesflare yet?
Salesflare is a CRM for small and medium-sized B2B businesses — it fills itself in automatically so your team actually keeps it up to date.
Try it for free