Google Sheets + PitBullTax Software
Update Google Sheets rows when PitBullTax Software cases status changes
Streamline your tax case management with this efficient workflow. When there's an updated case status in PitBullTax Software, it will create a new row in a selected Google Sheets spreadsheet. This integration ensures you have a detailed, up-to-date record of case statuses, enabling more precise tracking and management of your tax cases.
Streamline your tax case management with this efficient workflow. When there's an updated case status in PitBullTax Software, it will create a new row in a selected Google Sheets spreadsheet. This integration ensures you have a detailed, up-to-date record of case statuses, enabling more precise tracking and management of your tax cases.
- When this happens...Updated Case Status
Updated Case Status From PitBullTax Applications.
- automatically do this!Create Spreadsheet Row
Create a new row in a specific spreadsheet.
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