Google Sheets integration with PitBullTax Software
How to Create prospects or clients in PitBullTax Software from new Google Sheets rows (Team Drive)
Steps to automate
Use Nekton workflow automation service.Preparation
Create Nekton account. You can also use your existing Google account
to sign in.
Create automation
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Click on the "Create new workflow" button, and then add "Automated step".
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Set the step description to "Create prospects or clients in PitBullTax Software from new Google Sheets rows (Team Drive)" and then click on "Automate".
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Provide the necessary parameters and click on the "Test it" button to check your automation. If you had issues with it, you can click on "Automate" again to try a different one.
Create a schedule (optional)
If you want to run this automation on a schedule, click on the gear button on the workflow editor
screen
to configure it. For example, you can run this flow every hour or every day.
Automate PitBullTax Software integrations
PitBullTax Software actions
Nekton can use any feature that is available in PitBullTax Software API.
Using our advanced AI, you can easily create custom automations for PitBullTax Software.
Here are some typical actions you can do in your automated workflows.
New Prospect Client
Create a new prospect client in PitBullTax Application
Upload New File
Uploads a File.
New or Update Client / Prospect
Creating a new client or updating an existing one
Update Client / Prospect
Updates the client in the application if the entry with
New Client / Prospect
New Client From PitBullTax Applications.
New or Updated Client Activity Note
New or Updated Client Activity Note From PitBullTax Applications.
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.