Mojo + PitBullTax Software

Create or update PitBullTax Software clients and prospects from new Mojo activities

Effortlessly keep your Mojo and PitBullTax Software records up to date with this seamless workflow. When a new activity takes place in Mojo, this automation will create or update a client or prospect in PitBullTax Software. Save time and eliminate manual data entry, ensuring your client information stays accurate and organized across both platforms.

When this happens...
New Activity
Triggers when a new activity is created.
TriggerInstant
automatically do this!
New or Update Client / Prospect
Creating a new client or updating an existing one
ActionWrite

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Supported triggers and actions

- GroupRequired
- Note
Trigger
Instant
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- GroupRequired
- Note
Trigger
Instant
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- Note
Trigger
Instant
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New Note
Triggers when a new note is created in Mojo (through the contact screen only).
Trigger
Instant
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- ListRequired
- Full NameRequired
- Address
- City
- State
- ZIP Code
- Phones
- Emails
- Notes
Action
Write

- TitleRequired
- TypeRequired
- Start DateRequired
- End Date
Action
Write
Updated Case Status
Updated Case Status From PitBullTax Applications.
Trigger
Polling
Try It

- FolderRequired
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
- Client Type
- Update ByRequired
Action
Write

- Note
Trigger
Instant
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- Note
Trigger
Instant
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- Notice
- Activity Types
Trigger
Instant
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Note Updated
Triggers when a note is updated in Mojo.
Trigger
Instant
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- GroupsRequired
- Full NameRequired
- Address
- City
- State
- ZIP Code
- Phones
- Emails
- Notes
Action
Write
- Contact IDRequired
- Full NameRequired
- Address
- City
- State
- ZIP Code
- Phones
- Emails
- Notes
Action
Write
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

About Mojo

Mojo is a Real Estate prospecting solution which includes an easy to use CRM, Power Dialer and Real Estate lead service.

Learn more

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

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)

Related Zap Templates

Update PitBullTax Software clients/prospects when Mojo contacts are updated

Related Zap Templates

Update PitBullTax Software clients/prospects when Mojo contacts are updated

Mojo + PitBullTax Software

Create or update PitBullTax Software clients and prospects from new Mojo activities

Supported triggers and actions

New Contact in Group

Contact Number Marked as "Bad Number"

Contact Updated

New Note

Create Contact in Calling List

Create Activity

Updated Case Status

New File

Created or Updated Client

New or Update Client / Prospect

Update Client / Prospect

New Contact

Send Button Clicked

New Activity

Note Updated

Create Contact in Group

Update Contact

New Client / Prospect

New or Updated Client Activity Note

Updated Clients

New Prospect Client

Upload New File

About Mojo

Related categories

Similar apps

Zapier Interfaces

About PitBullTax Software

Related categories

Related Zap Templates

Related Zap Templates