Connect Agendor and Pitbull Tax to Build Intelligent Automations

Choose a Trigger

Agendor

When this happens...

Choose an Action

Pitbull Tax

Automatically do this!

Enable Integrations or automations with these events of Agendor and Pitbull Tax

Enable Integrations or automations with these events of Agendor and Pitbull Tax

Triggers

New Activity

New Activity

Triggers when new activity created.

Deal Won

Deal Won

Check whether the deal status has been updated to **Won**.

Update Deal

Update Deal

Triggers when deal is updated.

Update Organization

Update Organization

Check if an organization has been updated.

Update Person

Update Person

Triggers when person is updated.

New Deal

New Deal

Triggers when new deal is created.

Actions

Create Task for a Deal

Create Task for a Deal

Create a new task related to a deal

Create Task for an Organization

Create Task for an Organization

Create a new task related to an organization

Create Task for a Person

Create Task for a Person

Create a new task related to a person.

Update a Deal

Update a Deal

Update a deal by its id

Get a Deal

Get a Deal

Get details of a deal by its id

Create Deal for an Organization

Create Deal for an Organization

Create a new deal for an organization by org id.

We'll help you get started

Our team is all set to help you!

Customer support expert avatarTechnical support expert avatarAutomation specialist expert avatarIntegration expert avatar

Frequently Asked Questions

How do I start an integration between Agendor and Pitbull Tax?

To start, connect both your Agendor and Pitbull Tax accounts to viaSocket. Once connected, you can set up a workflow where an event in Agendor triggers actions in Pitbull Tax (or vice versa).

Can we customize how data from Agendor is recorded in Pitbull Tax?

Absolutely. You can customize how Agendor data is recorded in Pitbull Tax. This includes choosing which data fields go into which fields of Pitbull Tax, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Agendor and Pitbull Tax?

The data sync between Agendor and Pitbull Tax typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Agendor to Pitbull Tax?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Agendor and Pitbull Tax?

Yes, you can set conditional logic to control the flow of data between Agendor and Pitbull Tax. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.

Agendor

About Agendor

Customer relationship management platform where user can manage organizations, people, task and deals.

Learn More
Pitbull Tax

About Pitbull Tax

PitBullTax is a revolutionary web-based software designed for CPAs, Attorneys, Enrolled Agents and other tax professionals involved in IRS Tax Resolutions.

Learn More