What is the ‘Retrieve W-9/W-8 Status’ Trigger, and how does it work?

The ‘Retrieve W-9/W-8 Status’ Trigger in Zapier automatically monitors updates to W-9/W-8 requests sent from TaxBandits. Whenever a vendor takes an action—such as opening, submitting, or signing the form—this trigger notifies your connected system instantly.

This ensures that your vendor compliance records are always accurate and up to date, without having to check status changes in TaxBandits manually.

Why this Trigger is Important

• Provides real-time visibility of vendor compliance progress

• Eliminates the need for manual follow-ups and status tracking

• Enables automated updates in ERP, accounting, or communication apps

• Improves internal workflow efficiency for large vendor lists

How to create the Zap

• Step 1: Set up Trigger app

Choose TaxBandits as your trigger app in Zapier.

• Step 2: Configure the Trigger

Select ‘Retrieve W-9/W-8 Status’ as the trigger event. This will monitor for changes in the status of your W-9/W-8 requests, such as when a form is completed, signed, or pending.

• Step 3: Set up the Action app

After configuring the trigger, choose the app where you want the status updates to be sent (e.g., Google Sheets, Slack, or Email). Select the appropriate action to automate the workflow.

• Step 4: Test and activate

Test the trigger by updating the status of a W-9/W-8 form in TaxBandits (e.g., mark it as signed or completed). Ensure that the corresponding action (e.g., updating a row in Google Sheets or sending a Slack message) is triggered correctly.

Once the test is successful, activate the Zap to run automatically.