DealHub CPQ - Avalara Data Flow (High-Level Overview)

Managerial Summary: The process takes product and shipping data from DealHub, transforms it into Avalara’s format, retrieves official tax calculations, and delivers line-level tax amounts back to DealHub in real time.
Optional Middleware Tools: Make, Zapier, Workato, n8n, Celigo, etc.

Trigger: Webhook from DealHub
DealHub sends product and shipping data when a quote requires tax calculation.
 

Step 1: Collect Product Data
 

• The middleware iterates through product line items (SKU, Name, Quantity, Net Price, Tax Code) and we can adjust the information coming out of DealHub.
   
• Each line is formatted into Avalara’s expected JSON structure.
   

Step 2: Build Transaction Payload
 

• Customer and shipping address info is mapped from DealHub’s Webhook.
   
• Product lines are aggregated into a single SalesInvoice request body.
   

Step 3: Send to Avalara AvaTax
 

• API call: /v2/transactions/create.
   
• Avalara receives the invoice details, applies its tax rules, and returns calculated tax amounts per line.

Step 4: Parse Avalara Response
 

• The JSON response is parsed into structured data.
   
• Each product line now includes tax details (Calculated Tax, Taxable Amounts, Totals).
   

Step 5: Re-format for DealHub
 

• The middleware extracts essential fields:
   
  • Product Name
     
  • SKU
     
  • Net Price
     
  • Tax Amount
     
• These are aggregated into a compact dataset.
   

Step 6: Return Results to DealHub
 

• The middleware sends a webhook response back to DealHub with the updated product tax data.
   
• DealHub can now display or use tax-inclusive values in the quote.