PitBullTax Software Integrations

PitBullTax Software Help & Support

Do more with PitBullTax Software integrations

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Create prospects or clients in PitBullTax Software from new Google Sheets rows (Team Drive)
Details
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Google Sheets + PitBullTax Software
Send chat messages in Microsoft Teams for new or updated client activity notes in PitBullTax Software
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PitBullTax Software + Microsoft Teams
Create clients/prospects in PitBullTax Software from new contacts in HubSpot lists
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HubSpot + PitBullTax Software
Create or update clients / prospects in PitBullTax Software from new companies in HubSpot
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HubSpot + PitBullTax Software

Create or update PitBullTax Software clients / prospects when HubSpot companies are recently created or updated
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HubSpot + PitBullTax Software

Create or update PitBullTax Software clients / prospects from new Pipedrive leads
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Pipedrive + PitBullTax Software

Create prospects or clients in PitBullTax Software from new Google Sheets rows (Team Drive)

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Google Sheets + PitBullTax Software

Send chat messages in Microsoft Teams for new or updated client activity notes in PitBullTax Software

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PitBullTax Software + Microsoft Teams

Create clients/prospects in PitBullTax Software from new contacts in HubSpot lists

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HubSpot + PitBullTax Software

Create or update clients / prospects in PitBullTax Software from new companies in HubSpot

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HubSpot + PitBullTax Software

Create or update PitBullTax Software clients / prospects when HubSpot companies are recently created or updated

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HubSpot + PitBullTax Software

Create or update PitBullTax Software clients / prospects from new Pipedrive leads

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Pipedrive + PitBullTax Software

Supported triggers and actions

What does this mean?

Updated Case Status
Updated Case Status From PitBullTax Applications.
Trigger
Scheduled
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- FolderRequired
Trigger
Scheduled
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Created or Updated Client
Created or Updated Client From PitBullTax Applications.
Trigger
Scheduled
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- Client Type
- Update By
Action
Write
- Client Type
- Update ByRequired
Action
Write

New Client / Prospect
New Client From PitBullTax Applications.
Trigger
Scheduled
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New or Updated Client Activity Note
New or Updated Client Activity Note From PitBullTax Applications.
Trigger
Scheduled
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Updated Clients
Updated Clients From PitBullTax Applications.
Trigger
Scheduled
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- Client Type
Action
Write
- FileRequired
- FolderRequired
- File NameRequired
- File Extension
Action
Write

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.

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Related categories

CRM (Customer Relationship Management)

PitBullTax Software Integrations

PitBullTax Software Help & Support

Do more with PitBullTax Software integrations

Acuity Scheduling

HubSpot

Clio

Karbon

Google Sheets

HTML/CSS to Image

Method CRM

Pipedrive

PandaDoc

Acuity Scheduling

HubSpot

Clio

Karbon

Google Sheets

HTML/CSS to Image

Acuity Scheduling

HubSpot

Clio

Karbon

Google Sheets

HTML/CSS to Image

Method CRM

Pipedrive

PandaDoc

Create prospects or clients in PitBullTax Software from new Google Sheets rows (Team Drive)

Send chat messages in Microsoft Teams for new or updated client activity notes in PitBullTax Software

Create clients/prospects in PitBullTax Software from new contacts in HubSpot lists

Create or update clients / prospects in PitBullTax Software from new companies in HubSpot

Create or update PitBullTax Software clients / prospects when HubSpot companies are recently created or updated

Create or update PitBullTax Software clients / prospects from new Pipedrive leads

Create prospects or clients in PitBullTax Software from new Google Sheets rows (Team Drive)

Send chat messages in Microsoft Teams for new or updated client activity notes in PitBullTax Software

Create clients/prospects in PitBullTax Software from new contacts in HubSpot lists

Create or update clients / prospects in PitBullTax Software from new companies in HubSpot

Create or update PitBullTax Software clients / prospects when HubSpot companies are recently created or updated

Create or update PitBullTax Software clients / prospects from new Pipedrive leads

Updated Case Status

New File

Created or Updated Client

New or Update Client / Prospect

Client Type

Update By

Update Client / Prospect

Client Type

New Client / Prospect

New or Updated Client Activity Note

Updated Clients

New Prospect Client

Client Type

Upload New File

File Extension

About PitBullTax Software

Related categories

Popular PitBullTax Software Integrations

Popular PitBullTax Software Integrations