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Connect Invoice Crowd and PitBullTax Software to unlock the power of automation

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How Zapier works

Zapier makes it easy to integrate Invoice Crowd with PitBullTax Software - no code necessary. See how you can get setup in minutes.

Select a trigger from Invoice Crowd

A trigger is an event that starts your Zap and runs the workflow. For example, with Invoice Crowd, a trigger could be "New Customer."

A trigger is the event that kicks off your automated workflow.

Setup an action from PitBullTax Software

An action is what takes place after the automation is triggered. For example, with PitBullTax Software, the action could be "New or Update Client / Prospect."

An action is the event that your automated workflow performs when triggered.

That’s it! You just connected Invoice Crowd to PitBullTax Software

With Zapier, it’s never been easier to connect your apps together and automate your most tedious work. Save hours every month.

Triggers and actions are the main components of every automated workflow.

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25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Make work flow with AI

Level up your Invoice Crowd to PitBullTax Software integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

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Connect Invoice Crowd and PitBullTax Software to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

An illustration representing how to automate lead management with Zapier.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

An illustration representing how to measure campaign impact with Zapier.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

An illustration representing how to automate customer support with Zapier.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

An illustration representing how to move and manage data with Zapier.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

An illustration of a flow chart representing how to resolve tickets and incidents with Zapier.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

New Customer
Triggers when new customer is created.
Trigger
Scheduled
Try It
New Expense
Triggers when a new expense is created.
Trigger
Scheduled
Try It
- Business Profile Pid
  Required
Trigger
Scheduled
Try It
- Business Profile Pid
  Required
- Customer Pid
  Required
- Template Pid
- Item Name
- Item Description
- Item Quantity
- Item Rate
Action
Write
- Business Profile Pid
  Required
- Customer Pid
  Required
- Template Pid
- Item Name
- Item Description
- Item Quantity
- Item Rate
Action
Write

- Business Profile
  Required
- Income Category
- Accounting Category
- Title
  Required
- Source
- Description
- Amount
- Currency
- Income Date
Action
Write
Updated Case Status
Updated Case Status From PitBullTax Applications.
Trigger
Scheduled
Try It

- Folder
  Required
Trigger
Scheduled
Try It
Created or Updated Client
Created or Updated Client From PitBullTax Applications.
Trigger
Scheduled
Try It
- Client Type
- Update By
Action
Write
- Client Type
- Update By
Action
Write

- Business Profile Pid
  Required
Trigger
Scheduled
Try It
New Other Income
Triggers when a new Income is created.
Trigger
Scheduled
Try It
New Item
Triggers when a new item in Invoicecrowd is created.
Trigger
Scheduled
Try It
- Name
  Required
- Contact Person
- Email
  Required
- Country
- Company Name
- Vat Tax No
- Phone
- Mobile
- Address 1
- Address 2
- City
- State
- Zip
- Fax
- Website
- Currency
- Shipping Name
- Shippping Email
- Shipping phone
- Shipping Address 1
- Shipping Address 1
- Shipping Country
- Shipping City
- Shipping State
- shipping Zip
Action
Write
- Expense Title
  Required
- Expense Category
- Currency
- Source
- Description
- Total Amount
- Exchanged Amount
- Adjusted Amount
- Amount
- Expense Date
Action
Write
- Name
  Required
- Description
- Price
- Quantity
- Cost Price
Action
Write
New Client / Prospect
New Client From PitBullTax Applications.
Trigger
Scheduled
Try It
New or Updated Client Activity Note
New or Updated Client Activity Note From PitBullTax Applications.
Trigger
Scheduled
Try It
Updated Clients
Updated Clients From PitBullTax Applications.
Trigger
Scheduled
Try It
- Client Type
Action
Write
- File
  Required
- Folder
  Required
- File Name
  Required
- File Extension
Action
Write

Learn how to automate Invoice Crowd on the Zapier blog

Learn how to automate PitBullTax Software on the Zapier blog

About Invoice Crowd

A Cloud based Invoicing, Estimation and Accounting Platform for small and mid sized Business. Create and send Invoices to your clients and get paid faster.

Related categories

Proposal & Invoice Management

About PitBullTax Software

PitBullTax is a revolutionary web-based software designed for CPAs, Attorneys, Enrolled Agents and other tax professionals involved in IRS Tax Resolutions.

Related categories

CRM (Customer Relationship Management)

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