Mojo + PitBullTax Software

Mojo + PitBullTax Software integrations

Create or update PitBullTax Software clients and prospects from new Mojo activities

Effortlessly keep your Mojo and PitBullTax Software records up to date with this seamless workflow. When a new activity takes place in Mojo, this automation will create or update a client or prospect in PitBullTax Software. Save time and eliminate manual data entry, ensuring your client information stays accurate and organized across both platforms.

When this happens...
New ActivityTriggers when a new activity is created.
TriggerInstant
automatically do this!
New or Update Client / ProspectCreating a new client or updating an existing one
ActionWrite

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More things you can do with Mojo and PitBullTax Software

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

- Group
  Required
- Note
Trigger
Instant
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- Group
  Required
- Note
Trigger
Instant
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- Note
Trigger
Instant
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New Note
Triggers when a new note is created in Mojo (through the contact screen only).
Trigger
Instant
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- List
  Required
- Full Name
  Required
- Address
- City
- State
- ZIP Code
- Phones
- Emails
- Notes
Action
Write

- Title
  Required
- Type
  Required
- Start Date
  Required
- End Date
Action
Write
Updated Case Status
Updated Case Status From PitBullTax Applications.
Trigger
Polling
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- Folder
  Required
Trigger
Polling
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New or Updated Client Activity Note
New or Updated Client Activity Note From PitBullTax Applications.
Trigger
Polling
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Updated Clients
Updated Clients From PitBullTax Applications.
Trigger
Polling
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- Client Type
Action
Write
- Client Type
- Update By
  Required
Action
Write

- Note
Trigger
Instant
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- Note
Trigger
Instant
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- Notice
- Activity Types
Trigger
Instant
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Note Updated
Triggers when a note is updated in Mojo.
Trigger
Instant
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- Groups
  Required
- Full Name
  Required
- Address
- City
- State
- ZIP Code
- Phones
- Emails
- Notes
Action
Write
- Contact ID
  Required
- Full Name
  Required
- Address
- City
- State
- ZIP Code
- Phones
- Emails
- Notes
Action
Write
New Client / Prospect
New Client From PitBullTax Applications.
Trigger
Polling
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New or Updated Case
Triggers when a case is created or updated in PitBullTax.
Trigger
Polling
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Created or Updated Client
Created or Updated Client From PitBullTax Applications.
Trigger
Polling
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- 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 Mojo

Mojo is a Real Estate prospecting solution which includes an easy to use CRM, Power Dialer and Real Estate lead service.

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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.

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Related categories

CRM (Customer Relationship Management)

Related Zap Templates

Update PitBullTax Software clients/prospects when Mojo contacts are updated

Related Zap Templates

Update PitBullTax Software clients/prospects when Mojo contacts are updated