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Surplus Lines Tax API Make integrationAutomate Surplus Lines Tax API with Make.

Need surplus lines tax figures inside your other tools without copying them by hand? The Surplus Lines Tax API Make integration gives you 4 modules: 2 actions and 2 searches. This guide shows how to link your API key and assemble a first working scenario.

Try the Surplus Lines Tax API integration on MakeSee the 4 modules

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What you can automate

What can the Surplus Lines Tax API Make integration do for you?

The Surplus Lines Tax API Make integration lets a Make scenario (the automation you build, a chain of modules) ask Surplus Lines Tax API for a tax calculation, its rates or its list of states, then pass the answer to the next step. You link your account once with an API key, and every module reuses that connection.

A tax figure computed the moment a record arrives. Another app starts the scenario, say a form or a spreadsheet row, and Calculate a Tax sends its values to Surplus Lines Tax API. The result travels on as a bundle (one item passed from module to module), ready to be mapped wherever it belongs.

A rate lookup before any calculation. Search Rates returns the matching rates as separate bundles, so a later module can use them or a filter can keep only the one you need. List States does the same for the states the API knows, which helps when you want to check a value before sending it.

A route for everything else. When none of the 4 modules covers a call, Make an API Call reaches any endpoint of the API with the same connection.

Know what the app does not offer in Make: there is no trigger, so Surplus Lines Tax API never starts a scenario by itself. You start it on a schedule or from another app. Make also flags its own documentation for this app as AI generated, so check important details with the vendor. If you are still weighing platforms, read our Make review and the n8n vs Make comparison; the Make training covers the editor from scratch.

Connect

How do you connect Surplus Lines Tax API to Make?

  1. 01

    Generate your API key

    Sign in to your Surplus Lines Tax API account, which needs to be active. Open the API Keys section of the dashboard, click Generate, then copy the key that appears on screen.

  2. 02

    Add a module and open the connection

    In your Make scenario, add any Surplus Lines Tax API module and click Create a connection. A connection is your account linked to Make once; all four modules share it afterward.

  3. 03

    Name it and paste the key

    The Connection name field is optional, but a clear name helps if you manage several accounts. Paste the API key you copied, follow any on-screen instructions, and save.

First scenario

Your first scenario with Surplus Lines Tax API

GoalWhen a new record lands in another app, Make sends it to Surplus Lines Tax API and gets the calculated tax back.

  1. 01

    Create the scenario

    From the Scenarios page, create a new scenario and click the + to place the first module. Here that first module comes from the app that holds your records.

  2. 02

    Set up the starting app

    Pick the module of that other app that watches new records, then link its account. Surplus Lines Tax API has no trigger, so the scenario always starts somewhere else.

  3. 03

    Add Calculate a Tax

    Click the + on the right of the first module, search Surplus Lines Tax API and choose Calculate a Tax. Pick your connection, then map values from the previous module into its fields.

  4. 04

    Test with Run once

    Click Run once to execute the scenario a single time. Open the bubble above each module to read the bundles it received and confirm the tax came back as expected.

  5. 05

    Schedule and switch on

    Set the schedule on the first module (every 15 minutes by default), then switch the scenario on. From now on, each new record gets its tax without anyone copying numbers.

Modules

The 4 Surplus Lines Tax API modules in Make

Surplus Lines Tax API gives you 4 modules. For each one: what it does for you, when to reach for it, and what to watch out for.

Surplus Lines Tax API1

Calculate a Tax

ActionIn the docs only

This action hands your values to Surplus Lines Tax API and brings back a computed tax as one bundle, which the next module can map anywhere you need it.

When to use it
as the core step of the scenario, right after the module that supplies the record to tax.
Watch out
each run counts as one operation on your Make plan, so filter out records that do not need a tax before this module.
Surplus Lines Tax API2

List States

SearchIn the docs only

Here you get the states Surplus Lines Tax API knows, returned as separate bundles, one per state, so you can check or reuse them further down the scenario.

When to use it
when you want to confirm a state value is accepted before running a calculation on it.
Watch out
being a search, it can return many bundles, and every module placed after it runs once per bundle.
Surplus Lines Tax API3

Make an API Call

ActionIn the docs only

With this module you reach any endpoint of the Surplus Lines Tax API directly, reusing the connection you already set up, without waiting for a dedicated module.

When to use it
when the three other modules do not cover the request you have in mind.
Watch out
you describe the request yourself, so keep the vendor documentation open and verify the details, since Make marks its own page for this app as AI generated.
Surplus Lines Tax API4

Search Rates

SearchIn the docs only

Search Rates gives you the rates that match your search, each one as its own bundle, so the scenario can compare them, store them or pass one on to a later step.

When to use it
when you need to show or record the applicable rate, not only the final tax amount.
Watch out
a search may return zero results; add a filter after it so the next modules do not run on empty data.
Need help

Need help automating Surplus Lines Tax API with Make?

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FAQ

Surplus Lines Tax API and Make: frequent questions

01Is the Surplus Lines Tax API Make integration free?
Yes, on the Make side. Surplus Lines Tax API is a standard app, available from the Free plan. That plan allows 2 active scenarios, a minimum of 15 minutes between two scheduled runs, 5 minutes of execution per run, files up to 5 MB and 512 MB of data transfer. Paid plans drop the interval to 1 minute and remove the cap on active scenarios. Your Surplus Lines Tax API subscription is separate and is described on the vendor's own pricing page.
02What do you need to connect Surplus Lines Tax API to Make?
You need an active Surplus Lines Tax API account and an API key. Generate the key in the API Keys section of the vendor dashboard with the Generate button, and copy it. In Make, add any module of the app, click Create a connection, optionally fill the Connection name field, and paste the key. That single connection then serves all four modules, so you only do this once per account.
03Does the Surplus Lines Tax API Make integration react in real time?
No, because the app has no trigger in Make. A scenario built around it starts from something else: a schedule set on the first module, every 15 minutes by default, or a trigger from another app. If that other app offers an instant trigger, it calls Make through a webhook as soon as its event happens, and the Surplus Lines Tax API modules run right after it. On the Free plan, keep in mind that a scheduled run cannot come sooner than every 15 minutes.
04What if the Surplus Lines Tax API module you need is missing in Make?
Use Make an API Call. It sends a request to any endpoint of the Surplus Lines Tax API with the connection you already have, so you are not limited to Calculate a Tax, Search Rates and List States. Keep in mind that Make labels its documentation for this app as AI generated and possibly wrong, so confirm endpoints and important values with Surplus Lines Tax API directly. Every call made this way still counts as an operation on your Make plan, like any other module.
05Should you use Make or n8n for Surplus Lines Tax API?
It depends on what you already run. In Make, the app comes with 4 ready modules plus Make an API Call, and it works from the Free plan, which makes a quick first scenario easy to try. This page does not confirm whether n8n has a dedicated node for this app, so check that before choosing. The comparison between the two platforms linked above lays out the criteria side by side.
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