Mojo + PitBullTax Software

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
Try It
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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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