Create spreadsheet rows in Google Sheets for every new or updated case in PitBullTax Software
Keep your case data organized and up-to-date with this workflow. When a new or updated case file appears in PitBullTax Software, it will create a corresponding row in your chosen Google Sheets document. This way, you can ensure all case information in your spreadsheet remains current without the manual hassle. It's a simple, efficient way for tax professionals to maintain accurate record-keeping.
- When this happens...New or Updated CaseTriggers when a case is created or updated in PitBullTax.
- automatically do this!Create Spreadsheet RowCreate a new row in a specific spreadsheet.
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More things you can do with PitBullTax Software and Google Sheets
Discover other triggers and actions you can use with PitBullTax Software and Google Sheets
- 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
- 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 - Client Type
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