Create or update PitBullTax Software clients/prospects from new 17hats contacts
Effortlessly manage client information across platforms with this seamless workflow between 17hats and PitBullTax Software. When a new contact is added to your 17hats app, the automation will instantly create or update a client or prospect record in your PitBullTax Software account. Stay organized and improve your workflow efficiency by ensuring up-to-date client data in both systems.
Effortlessly manage client information across platforms with this seamless workflow between 17hats and PitBullTax Software. When a new contact is added to your 17hats app, the automation will instantly create or update a client or prospect record in your PitBullTax Software account. Stay organized and improve your workflow efficiency by ensuring up-to-date client data in both systems.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!New or Update Client / Prospect
Creating a new client or updating an existing one
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New Contact
Triggers when a new contact is created.
Try ItIs Company?Required
First NameRequired
TypeRequired
Last Name
Title
Company Name
Primary E-mail Address
Other E-mail Addresses
Primary Phone Number
Other Phone Numbers
Address Line 1
Address Line 2
City
State
ZIP Code
Country
Birthday
Facebook Id
Instagram Id
Linkedin Id
Referred By
Twitter Id
Pinterest Id
Website
Tags
Notes
NameRequired
Company Name
Email
Phone Number
Updated Case Status
Updated Case Status From PitBullTax Applications.
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Updated Contact
Triggers when an already existing contact is updated.
Try ItContactRequired
Is Company?Required
First NameRequired
TypeRequired
Last Name
Title
Company Name
Primary E-mail Address
Other E-mail Addresses
Primary Phone Number
Other Phone Numbers
Address Line 1
Address Line 2
City
State
ZIP Code
Country
Birthday
Facebook Id
Instagram Id
Linkedin Id
Referred By
Twitter Id
Pinterest Id
Website
Tags
Notes
NameRequired
Company Name
Email
Phone Number
Is Company?Required
First NameRequired
TypeRequired
Last Name
Title
Primary E-mail Address
Other E-mail Addresses
Primary Phone Number
Other Phone Numbers
Address Line 1
Address Line 2
City
State
ZIP Code
Country
Birthday
Facebook Id
Instagram Id
Linkedin Id
Referred By
Twitter Id
Pinterest Id
Website
Tags
Notes
New Client / Prospect
New Client From PitBullTax Applications.
Try It