MyCase + PitBullTax Software

Create new PitBullTax Software clients from updated or new persons in MyCase

Streamline your workflow with this efficient integration between MyCase and PitBullTax Software. Whenever a person is added or updated in MyCase, this automation will create a new prospect client within the PitBullTax Software. Not only does this save time on manual data entry, it ensures your tax software is immediately aligned with the latest updates in your case management system.

When this happens...
Person Added or Updated
Triggers when a person has been added/updated.
TriggerInstant
automatically do this!
New Prospect Client
Create a new prospect client in PitBullTax Application
ActionWrite

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Supported triggers and actions

What does this mean?

- ActionRequired
Trigger
Instant
Try It
- ActionRequired
Trigger
Instant
Try It
- ActionRequired
Trigger
Instant
Try It
- NameRequired
- Case Number
- Opened Date
- Case Stage
- Practice Area
- Description
- Sol Date
- Status
- Billing Contact
- People
- Companies
- Staff
Action
Write
- NameRequired
Action
Write

- MyCase Company To UpdateRequired
- Email
- Name
- Website
- Line 1
- Line 2
- City
- State
- ZIP Code
- Country
- Main Phone Number
- Fax Phone Number
- Notes
- Cases
- People
Action
Write
- TypeRequired
- NameRequired
- PathRequired
- DocumentRequired
- Description
- Assigned Date
Action
Write

- Activity NameRequired
- Description
- Entry DateRequired
- BillableRequired
- CostRequired
- UnitsRequired
- CaseRequired
- StaffRequired
Action
Write
- NameRequired
- Address Line 1
- Address Line 2
- City
- State
- Zip Code
- Country
Action
Write
- MyCase Person To UpdateRequired
- Email
- First Name
- Middle Name
- Last Name
- Line 1
- Line 2
- City
- State
- ZIP Code
- Country
- Cell Phone Number
- Work Phone Number
- Home Phone Number
- Notes
- Date of birth
- Cases
Action
Write
- NameRequired
Action
Write
- NameRequired
- Description
- Priority
- Due Date
- Completed
- Case
- StaffRequired
Action
Write
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- Search TypeRequired
- Search ValueRequired
Action
Search
- Search TypeRequired
- Search ValueRequired
Action
Search
- Search TypeRequired
- Search ValueRequired
Action
Search
- Search TypeRequired
- Search ValueRequired
Action
Search
- Search TypeRequired
- Search ValueRequired
- NameRequired
- Case Number
- Opened Date
- Case Stage
- Practice Area
- Description
- Sol Date
- Status
- Billing Contact
- People
- Companies
- Staff
Action
Search or write
- Search TypeRequired
- Search ValueRequired
- Email
- NameRequired
- Website
- Line 1
- Line 2
- City
- State
- ZIP Code
- Country
- Main Phone Number
- Fax Phone Number
- Notes
- Cases
- People
Action
Search or write
- Search TypeRequired
- Search ValueRequired
- Email
- First NameRequired
- Middle Name
- Last NameRequired
- Line 1
- Line 2
- City
- State
- ZIP Code
- Country
- Cell Phone Number
- Work Phone Number
- Home Phone Number
- Notes
- Date of birth
- Cases
Action
Search or write
- Search TypeRequired
- Search ValueRequired
- NameRequired
Action
Search or 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
- FileRequired
- FolderRequired
- File NameRequired
- File Extension
Action
Write

- ActionRequired
Trigger
Instant
Try It
- ActionRequired
Trigger
Instant
Try It
- Called AtRequired
- Caller Phone NumberRequired
- MessageRequired
- ResolvedRequired
- Call Type
- Call ForRequired
- CallerRequired
Action
Write
- MyCase Case To UpdateRequired
- Name
- Case Number
- Opened Date
- Case Stage
- Practice Area
- Description
- Sol Date
- Status
- Billing Contact
- People
- Companies
- Staff
Action
Write
- Email
- NameRequired
- Website
- Line 1
- Line 2
- City
- State
- ZIP Code
- Country
- Main Phone Number
- Fax Phone Number
- Notes
- Cases
- People
Action
Write
- NameRequired
- Parent TypeRequired
- Field TypeRequired
Action
Write
- NameRequired
- Description
- StartRequired
- EndRequired
- All Day
- Private
- Location
- Case
- Required StaffRequired
- Optional Staff
Action
Write
- Email
- First NameRequired
- Middle Initial
- Last NameRequired
- Line 1
- Line 2
- City
- State
- Zip Code
- Country
- Cell Phone Number
- Work Phone Number
- Home Phone Number
- Lead Details
- Birthdate
- Drivers License Number
- Drivers License State
- Referral Source Reference
- Referred By
Action
Write
- TypeRequired
- SubjectRequired
- NoteRequired
- DateRequired
Action
Write
- Email
- First NameRequired
- Middle Name
- Last NameRequired
- Line 1
- Line 2
- City
- State
- ZIP Code
- Country
- Cell Phone Number
- Work Phone Number
- Home Phone Number
- Notes
- Date of birth
- Cases
Action
Write
- NameRequired
Action
Write
- Activity NameRequired
- Description
- Entry DateRequired
- Billable
- Flat Fee
- RateRequired
- HoursRequired
- CaseRequired
- StaffRequired
Action
Write
- Search TypeRequired
- Search ValueRequired
Action
Search
- Search TypeRequired
- Search ValueRequired
Action
Search
- Search TypeRequired
- Search ValueRequired
Action
Search
- Search TypeRequired
- Search ValueRequired
Action
Search
- Search TypeRequired
- Search ValueRequired
Action
Search
- Search TypeRequired
- Search ValueRequired
- NameRequired
Action
Search or write
- Search TypeRequired
- Search ValueRequired
- NameRequired
- Address Line 1
- Address Line 2
- City
- State
- Zip Code
- Country
Action
Search or write
- Search TypeRequired
- Search ValueRequired
- NameRequired
Action
Search or write
Updated Case Status
Updated Case Status From PitBullTax Applications.
Trigger
Scheduled
Try It
- FolderRequired
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 ByRequired
Action
Write

About MyCase

MyCase is legal case management software for unparalleled productivity.

Learn more Help

Related categories

Productivity

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.

Help

Related categories

CRM (Customer Relationship Management)

MyCase + PitBullTax Software

Create new PitBullTax Software clients from updated or new persons in MyCase

Case Added or Updated

Event Added or Updated

Person Added or Updated

Create Case

Case Number

Opened Date

Case Stage

Practice Area

Description

Sol Date

Status

Billing Contact

People

Companies

Staff

Create Case Stage

Update Company

Email

Name

Website

Line 1

Line 2

City

State

ZIP Code

Country

Main Phone Number

Fax Phone Number

Notes

Cases

People

Create Document

Description

Assigned Date

Create Expense

Description

Create Location

Address Line 1

Address Line 2

City

State

Zip Code

Country

Update Person

Email

First Name

Middle Name

Last Name

Line 1

Line 2

City

State

ZIP Code

Country

Cell Phone Number

Work Phone Number

Home Phone Number

Notes

Date of birth

Cases

Create Practice Area

Create Task

Description

Priority

Due Date

Completed

Case

API Request (Beta)

Query String Parameters

Headers

Additional Request Headers

Body

Find Case

Find Company Contact

Find Person Contact

Find Referral Source

Find or Create Case

Case Number