Avalara · Arazzo Workflow
Avalara Onboard an Exempt Customer
Version 1.0.0
Create a customer, attach an exemption certificate, then confirm the certificate list.
Provider
Workflows
onboard-exempt-customer
Create a customer, add an exemption certificate, and verify it.
Creates a customer record for a company, attaches an exemption certificate, then lists the company's certificates to confirm the new one is present.
1
createCustomer
createCustomer
Create the customer record under the company.
2
addCertificate
createCertificate
Attach an exemption certificate to the company so the exempt customer's sales can be treated as tax-exempt.
3
confirmCertificates
queryCertificates
List the company's certificates to confirm the new exemption certificate is on file.