Ontraport + PitBullTax Software

Ontraport + PitBullTax Software integrations

Create and update PitBullTax Software clients / prospects from new Ontraport contacts

Effortlessly manage your contacts and client information between Ontraport and PitBullTax Software with this seamless workflow. When a new contact is added to Ontraport, their information will be instantly updated or added as a new client/prospect in PitBullTax Software. Stay organized and efficient while ensuring your client database is always up-to-date.

When this happens...
New ContactTriggers when a new contact is added to Ontraport.
TriggerPolling
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 Ontraport and PitBullTax Software

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

New Contact
Triggers when a new contact is added to Ontraport.
Trigger
Polling
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- Product Id
  Required
Trigger
Instant
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- Product Id
  Required
Trigger
Instant
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- Contact
  Required
- Tags
  Required
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
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

- Form
  Required
Trigger
Instant
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- Tag
  Required
- Object Type
  Required
Trigger
Instant
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- Tag
  Required
- Object Type
  Required
Trigger
Instant
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- Email
- Last Name
- First Name
- Address
- City
- State
- Zip Code
- Address Line 2
- Country
- Office Phone
- SMS Number
- Birthday
- Title
- Fax
- Website
- Company
- First Campaign
- First Content
- First Lead Source
- First Medium
- First Term
- Last Campaign
- Last Content
- Last Lead Source
- Last Medium
- Last Term
- Facebook
- Instagram
- Twitter
- Linkedin
- Profile Image
- Sequence
- Tags Information
- Tag
Action
Write
- Search
  Required
Action
Search
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 Ontraport

An all-in-one business and marketing platform designed for information marketers, experts, and coaches.

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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)