Create or update PitBullTax Software clients/prospects when new activities occur in Clio
Effortlessly manage client information between Clio and PitBullTax Software with this time-saving workflow. When new activity occurs in your Clio app, it will automatically create or update a client/prospect in the PitBullTax Software app. This seamless integration helps ensure your data is always up-to-date, minimizing manual tasks and giving you peace of mind.
Effortlessly manage client information between Clio and PitBullTax Software with this time-saving workflow. When new activity occurs in your Clio app, it will automatically create or update a client/prospect in the PitBullTax Software app. This seamless integration helps ensure your data is always up-to-date, minimizing manual tasks and giving you peace of mind.
- When this happens...New Activity
Triggers when a new activity is created.
- automatically do this!New or Update Client / Prospect
Creating a new client or updating an existing one
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