Kommo + PitBullTax Software

Kommo + PitBullTax Software integrations

Update PitBullTax Software clients/prospects when Kommo contacts are updated

Keep your client and prospect information updated across platforms with this seamless workflow. When you update a contact in the Kommo app, it will automatically create or update a client or prospect in the PitBullTax Software app. Stay organized and save time by ensuring contact information is always in sync between the two apps.

When this happens...
Contact UpdatedTriggers when contact is updated.
TriggerInstant
automatically do this!
New or Update Client / ProspectCreating a new client or updating an existing one
ActionWrite

Start free with email

Start free with Google

Free forever for core features
14 day trial for premium features & apps

More things you can do with Kommo and PitBullTax Software

Discover other triggers and actions you can use with Kommo and PitBullTax Software

New Company
Triggers when a new company is created.
Trigger
Instant
Try It
New Lead
Triggers when a new lead is created.
Trigger
Instant
Try It
Task Deleted
Triggers when a task is deleted.
Trigger
Instant
Try It
Lead Status Changed
Triggers when lead status is changed.
Trigger
Instant
Try It
Contact Updated
Triggers when contact is updated.
Trigger
Instant
Try It

Task Updated
Triggers when task is updated.
Trigger
Instant
Try It
Update Company
Updates a company.
Action
Write

Update Contact
Updates a contact.
Action
Write
Create Lead With Contact
Creates a new lead with contact.
Action
Write
- Which Data Do You Want to Link?
- The Data ID You Want to Link
- What Do You Want to Link It To?
- The Data ID You Want to Link To
Action
Write
Update Note
Updates a note.
Action
Write
- Text of Task
Action
Write
- Query
- Element ID
Action
Search
- ID of Entity Item
  Required
Action
Search
- Deadline
- Element ID
- Element Type
Action
Search
- Query
- Element ID
Action
Search or write
- Element Type
  Required
- Element ID
- Text
- Creation Data
Action
Search or write
Updated Case Status
Updated Case Status From PitBullTax Applications.
Trigger
Polling
Try It
- Folder
  Required
Trigger
Polling
Try It
New or Updated Client Activity Note
New or Updated Client Activity Note From PitBullTax Applications.
Trigger
Polling
Try It
Updated Clients
Updated Clients From PitBullTax Applications.
Trigger
Polling
Try It
- Client Type
Action
Write
- Client Type
- Update By
  Required
Action
Write

New Contact
Triggers when a new contact is created.
Trigger
Instant
Try It
New Task
Triggers when a new task is created.
Trigger
Instant
Try It
Lead Responsible User Changed
Triggers when lead responsible user is changed.
Trigger
Instant
Try It
Company Updated
Triggers when company is updated.
Trigger
Instant
Try It
Lead Updated
Triggers when lead is updated.
Trigger
Instant
Try It
Create Company
Creates a new company.
Action
Write
Create Contact
Creates a new contact.
Action
Write
Create Lead
Creates a new lead.
Action
Write
Update Lead
Updates a lead.
Action
Write
- Text
- Creation Data
Action
Write
- Text of Task
- Deadline
Action
Write
- Query
- Element ID
Action
Search
- Query
- Element ID
Action
Search
- Element Type
  Required
- Element ID
Action
Search
- Query
- Element ID
Action
Search or write
- Query
- Element ID
Action
Search or write
- Deadline
- Element ID
- Element Type
- Text of Task
- Deadline
Action
Search or write
New Client / Prospect
New Client From PitBullTax Applications.
Trigger
Polling
Try It
New or Updated Case
Triggers when a case is created or updated in PitBullTax.
Trigger
Polling
Try It
Created or Updated Client
Created or Updated Client From PitBullTax Applications.
Trigger
Polling
Try It
- Client Type
- Update By
Action
Write
- Case_name
  Required
- Date Created
- Client_id
  Required
- Client_name
  Required
- Priority
- Case_status
- Case_manager
- Sales_representative
- Estimated_hours
- Estimated_delivery_date
- Estimated_fee
- Actual_hours
- Actual_delivery_date
- Actual_fee
Action
Write
- File
  Required
- Folder
  Required
- File Name
  Required
- File Extension
Action
Write

About Kommo

Kommo is a messaging-powered CRM that helps you engage with your customers on a whole new level. It's a versatile, cloud-based sales automation tool that enables you to manage leads and monitor your sales pipeline in only a few clicks.

Learn moreLearn moreHelpHelp

Related categories

CRM (Customer Relationship Management)

Similar apps

Pipedrive

CRM (Customer Relationship Management)

Nimble

CRM (Customer Relationship Management)

ClinchPad

CRM (Customer Relationship Management)

About PitBullTax Software

PitBullTax is a revolutionary web-based software designed for CPAs, Attorneys, Enrolled Agents and other tax professionals involved in IRS Tax Resolutions.

HelpHelp

Related categories

CRM (Customer Relationship Management)

Related Zap Templates

Add new Kommo contacts to PitBullTax Software as clients or prospects

Related Zap Templates

Add new Kommo contacts to PitBullTax Software as clients or prospects