Formsite + PitBullTax Software
Formsite + PitBullTax Software
Create or update PitBullTax Software clients / prospects with new Formsite form results
Easily manage your client or prospect data with this efficient workflow. Whenever a new form result is submitted in Formsite, it ensures the information is immediately updated or added in the PitBullTax Software. This not only keeps your data timely and accurate, but also eliminates the need for manual data entry, affording you more time to focus on key tasks at hand.
- When this happens...New Form ResultTriggers when a user submits a new form result.
- automatically do this!New or Update Client / ProspectCreating a new client or updating an existing one
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More things you can do with Formsite and PitBullTax Software
Discover other triggers and actions you can use with Formsite and PitBullTax Software
- FormRequired
Try ItTriggerInstant- New Client / Prospect
New Client From PitBullTax Applications.
Try ItTriggerPolling - New or Updated Case
Triggers when a case is created or updated in PitBullTax.
Try ItTriggerPolling - Created or Updated Client
Created or Updated Client From PitBullTax Applications.
Try ItTriggerPolling
- Updated Case Status
Updated Case Status From PitBullTax Applications.
Try ItTriggerPolling - FolderRequired
Try ItTriggerPolling- New or Updated Client Activity Note
New or Updated Client Activity Note From PitBullTax Applications.
Try ItTriggerPolling - Updated Clients
Updated Clients From PitBullTax Applications.
Try ItTriggerPolling
