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Choose a Trigger

Choose an Action

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Zapier makes it easy to integrate PitBullTax Software with RightSignature - no code necessary. See how you can get setup in minutes.

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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "Updated Case Status" from PitBullTax Software.

Add your action

An action happens after the trigger—such as "Send Template" in RightSignature.

You’re connected!

Zapier seamlessly connects PitBullTax Software and RightSignature, automating your workflow.

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.
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
New Document Completed
Triggers when a document is completed, typically when all parties have signed.
Trigger
Polling
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New Document Sent
Triggers when a document is sent.
Trigger
Polling
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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
New Document Expired
Triggers when a document is not signed in the allowed time and expires.
Trigger
Polling
Try It
- Template
  Required
- Document Name
  Required
- Email Recipients
- Sign Document in Person
Action
Write

For AI agents & developers

Use PitBullTax Software and RightSignature with AI agents and code

Beyond Zap workflows. Call PitBullTax Software and RightSignature actions directly from your AI client or your codebase, using the same 9,000+ app integrations Zapier already runs.

No code

Connect via Zapier MCP

Expose PitBullTax Software and RightSignature actions as tools in any MCP client. Authenticate once, then call them in natural language.

Example actions on this page

New or Update Client / Prospect
Send Template

Works with

Claude · ChatGPT · Cursor · any MCP-compatible client

Connect Zapier MCP

Typescript

Call from code with the Zapier SDK

Trigger PitBullTax Software and RightSignature actions from backend services, scripts, or agent code.

Install

# TypeScript / Node
npm install @zapier/zapier-sdk

Run an action

import { createZapierSdk } from '@zapier/zapier-sdk';

const zapier = createZapierSdk();
await zapier.runAction({ /* pitbulltax / rightsignature action */ });

Run the SDK docs

There is no Python package yet. SDK is TypeScript-only (@zapier/zapier-sdk). The MCP server URL is personal to your account; get it at zapier.com/mcp.

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Customers have created over 25 million Zaps on the platform

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The average user takes less than 6 minutes to set up a Zap

Connect PitBullTax Software and RightSignature to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

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Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

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Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

Make work flow with AI

Level up your PitBullTax Software to RightSignature integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

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)

About RightSignature

RightSignature provides a service for easy online document signing.