Microsoft Office 365 + PitBullTax Software

Generate draft emails in Microsoft Office 365 for new clients or prospects in PitBullTax Software

Streamline your client correspondence with this seamless workflow. Once a new client or prospect is registered in your PitBullTax Software, it initiates a draft email creation in your Microsoft Office 365 account. This automated process enables you to respond swiftly to new entries, maintaining an efficient communication channel and delivering a prompt and professional service.

When this happens...
New Client / Prospect
New Client From PitBullTax Applications.
TriggerPolling
automatically do this!
Create Draft Email
Creates a draft of an email that can then be reviewed and sent out.
ActionWrite

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Start free with email

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Supported triggers and actions

Updated Case Status
Updated Case Status From PitBullTax Applications.
Trigger
Polling
Try It
- FolderRequired
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
- Client Type
- Update ByRequired
Action
Write

- Calendar
- Time BeforeRequired
- Time Before (Unit)Required
Trigger
Polling
Try It
- Calendar
Trigger
Polling
Try It

- Shared Inbox
Trigger
Polling
Try It
New Flagged Email
Triggers when a new email is flagged.
Trigger
Polling
Try It
- Calendar
Trigger
Polling
Try It
- Contact Folder
- First NameRequired
- Last Name
- Email Addresses
- Business Phones
- Home Phones
- Mobile Phone
- Job Title
- Company Name
- Department
- Business Website URL
- File As
- Personal Notes
- Street
- City
- State
- Postal Code
- Country or Region
- Street
- City
- State
- Postal Code
- Country or Region
- Street
- City
- State
- Postal Code
- Country or Region
Action
Write
- EventRequired
Action
Write
- Contact Folder
- ContactRequired
- First Name
- Last Name
- Email Addresses
- Business Phones
- Home Phones
- Mobile Phone
- Job Title
- Company Name
- Department
- Business Website URL
- Personal Notes
- Street
- City
- State
- Postal Code
- Country or Region
- Street
- City
- State
- Postal Code
- Country or Region
- Street
- City
- State
- Postal Code
- Country or Region
Action
Write
- Contact Folder
- First Name
- Last Name
- Email
Action
Search

New Client / Prospect
New Client From PitBullTax Applications.
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
- FileRequired
- FolderRequired
- File NameRequired
- File Extension
Action
Write
- Parent FolderRequired
- Child Folder
Trigger
Polling
Try It
- Contact Folder
Trigger
Polling
Try It
- Parent Folder
- Child Folder
- Search termsRequired
- Note
Trigger
Polling
Try It
- Parent Folder
- Child Folder
Trigger
Polling
Try It
- Calendar
- SubjectRequired
- Start Date & TimeRequired
- End Date & TimeRequired
- All Day Event?
- Description
- Show me as Free or Busy
- Attendees
- Categories
- Location
Action
Write
- To Email(s)Required
- CC Email(s)
- BCC Email(s)
- SubjectRequired
- Body FormatRequired
- BodyRequired
- Attachment
- Action for Files Larger Than 150MB
Action
Write
- From Email
- To Email(s)Required
- CC Email(s)
- BCC Email(s)
- SubjectRequired
- Body FormatRequired
- BodyRequired
- Attachments
- Action for Files Larger Than 150MB
Action
Write
- Calendar
- Search TermRequired
- Start Date & Time
- End Date & Time
Action
Search
- Contact Folder
- First NameRequired
- Last Name
- Email
- Business Phones
- Home Phones
- Mobile Phone
- Job Title
- Company Name
- Department
- Business Website URL
- File As
- Personal Notes
- Street
- City
- State
- Postal Code
- Country or Region
- Street
- City
- State
- Postal Code
- Country or Region
- Street
- City
- State
- Postal Code
- Country or Region
Action
Search or write

About Microsoft Office 365

Microsoft Office 365 Business is a complete office suite in the cloud. It provides all the standard office products like Excel, Outlook, Word, SharePoint and more, but available from any internet enabled computer! Zapier does not currently support Outlook.com addresses or Home 365 accounts, only business or Enterprise.

Learn more

Related categories

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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.

Related categories

CRM (Customer Relationship Management)

Microsoft Office 365 + PitBullTax Software

Generate draft emails in Microsoft Office 365 for new clients or prospects in PitBullTax Software

Supported triggers and actions

Updated Case Status

New File

Created or Updated Client

New or Update Client / Prospect

Update Client / Prospect

Calendar Event Start

New Calendar Event

New Email

New Flagged Email

Updated Calendar Event

Create Contact

Delete Event

Update Contact

Find a Contact

New Client / Prospect

New or Updated Client Activity Note

Updated Clients

New Prospect Client

Upload New File

New Attachment

New Contact

New Email Matching Search

New Message in Folder

Create Event

Create Draft Email

Send Email

Find Calendar Event

Find or Create Contact

About Microsoft Office 365

Related categories

Similar apps

Email by Zapier

Google Docs

Gmail

About PitBullTax Software

Related categories