Create prospects or clients in PitBullTax Software from new Google Sheets rows (Team Drive)
Do you have to manually keep your customer list from Google Sheets to PitBullTax Software up-to-date? You can automate this work with a ready-made integration. Once it's active, Zapier will use new Google Sheets rows to add PitBullTax Software prospects or clients, which will save you a significant amount of time.
Do you have to manually keep your customer list from Google Sheets to PitBullTax Software up-to-date? You can automate this work with a ready-made integration. Once it's active, Zapier will use new Google Sheets rows to add PitBullTax Software prospects or clients, which will save you a significant amount of time.
- When this happens...New Spreadsheet Row (Team Drive)
Triggers when a new row is added to the bottom of a Google Team Drive spreadsheet.
- automatically do this!New Prospect Client
Create a new prospect client in PitBullTax Application
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Dont Change Sheet Structure
Drive
SpreadsheetRequired
WorksheetRequired
Try ItDrive
Try ItDont Change Sheet Structure
No Team Drive
SpreadsheetRequired
WorksheetRequired
Trigger column
Try ItDrive
SpreadsheetRequired
WorksheetRequired
Column NameRequired
Index
Dont Change Sheet Structure
No Team Drive
SpreadsheetRequired
WorksheetRequired
Try ItDont Change Sheet Structure
Drive
SpreadsheetRequired
WorksheetRequired
Trigger column
Try ItDrive
SpreadsheetRequired
Try ItDrive
SpreadsheetRequired
WorksheetRequired
Use Timezone set up on the spreadsheet to format date values?