PitBullTax Software Integrations
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Quickly automate PitBullTax Software integrations with Zapier's templates
Send chat messages in Microsoft Teams for new or updated client activity notes in PitBullTax Software
Create or update PitBullTax Software clients / prospects when HubSpot companies are recently created or updated
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- Updated Case Status
Updated Case Status From PitBullTax Applications.
Try ItTriggerPolling - FolderRequired
Try ItTriggerPolling- Created or Updated Client
Created or Updated Client From PitBullTax Applications.
Try ItTriggerPolling - Client Type
- Update By
ActionWrite
- New Client / Prospect
New Client From PitBullTax Applications.
Try ItTriggerPolling - New or Updated Client Activity Note
New or Updated Client Activity Note From PitBullTax Applications.
Try ItTriggerPolling - Updated Clients
Updated Clients From PitBullTax Applications.
Try ItTriggerPolling - Client Type
ActionWrite
PitBullTax Software Help & Support
Common questions
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