Google Sheets + PitBullTax Software

Update Google Sheets rows when PitBullTax Software cases status changes

Streamline your tax case management with this efficient workflow. When there's an updated case status in PitBullTax Software, it will create a new row in a selected Google Sheets spreadsheet. This integration ensures you have a detailed, up-to-date record of case statuses, enabling more precise tracking and management of your tax cases.

Streamline your tax case management with this efficient workflow. When there's an updated case status in PitBullTax Software, it will create a new row in a selected Google Sheets spreadsheet. This integration ensures you have a detailed, up-to-date record of case statuses, enabling more precise tracking and management of your tax cases.

  1. When this happens...
    PitBullTax SoftwarePitBullTax Software
    Updated Case Status

    Updated Case Status From PitBullTax Applications.

    TriggerPolling
  2. automatically do this!
    Google SheetsGoogle Sheets
    Create Spreadsheet Row

    Create a new row in a specific spreadsheet.

    ActionWrite
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Supported triggers and actions

  • PitBullTax Software triggers, actions, and search

    New or Updated Client Activity Note

    New or Updated Client Activity Note From PitBullTax Applications.

    Trigger
    Polling
    Try It
    • Client Type

    Action
    Write
google-sheets logo
google-sheets logo

About Google Sheets

Create, edit, and share spreadsheets wherever you are with Google Sheets, and get automated insights from your data.
Learn more

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  • Google
  • Spreadsheets

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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)