PitBullTax Software and Salesflare
How to connect PitBullTax Software
- Via Zapier — 12 operations available. Set it up ↗
What you can automate
- When new Client / Prospect in PitBullTax Software, find or create account, then find or create contact, then add contact to account in Salesflare.
- When new or Updated Client Activity Note in PitBullTax Software, find or create account, then find or create contact, then add contact to account in Salesflare.
- When created or Updated Client in PitBullTax Software, find or create account, then find or create contact, then add contact to account in Salesflare.
- When updated Clients in PitBullTax Software, find or create account, then find or create contact, then add contact to account in Salesflare.
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.
PitBullTax Software operations on Zapier
Triggers (7)
Start a workflow when this happens
- Created or Updated Client — Created or Updated Client From PitBullTax Applications.
- New Client / Prospect — New Client From PitBullTax Applications.
- New File — Triggers on a new new file.
- New or Updated Case — Triggers when a case is created or updated in PitBullTax.
- New or Updated Client Activity Note — New or Updated Client Activity Note From PitBullTax Applications.
Show 2 more triggers
- Updated Case Status — Updated Case Status From PitBullTax Applications.
- Updated Clients — Updated Clients From PitBullTax Applications.
Actions (5)
Things Salesflare can make it do
- Create or Update Case — Creates or updates a case in PitBullTax.
- New Prospect Client — Create a new prospect client in PitBullTax Application
- New or Update Client / Prospect — Creating a new client or updating an existing one
- Update Client / Prospect — Updates the client in the application if the entry with `Record ID` exists
- Upload New File — Uploads a File.
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