How to connect Invoice Crowd + PitBullTax Software
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Triggers when new customer is created.Try ItTriggerScheduled
Folder from which files will be requested
New Client / Prospect
New Client From PitBullTax Applications.Try ItTriggerScheduled
New or Updated Client Activity Note
New or Updated Client Activity Note From PitBullTax Applications.Try ItTriggerScheduled
How Invoice Crowd + PitBullTax Software Integrations Work
- Step 1: Authenticate Invoice Crowd and PitBullTax Software.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.
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