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.
Similar apps
Salesflare The CRM your team will love to use.
Leadberry B2B lead generation platform
Salesforce Salesforce is a leading enterprise customer relationship manager (CRM) application.
Pipedrive Pipedrive is sales pipeline and CRM software for deal makers. Get super-organized. Close deals i…
Zapier Forms Zapier Forms is an automated way to collect data and integrate your form with workflows that can…
Follow Up Boss Simple lead management software for real estate agents and brokers. Follow Up Boss takes all you…
Not using Salesflare yet?
Salesflare is a CRM for small and medium-sized B2B businesses — it fills itself in automatically so your team actually keeps it up to date.
Try it for free