Connect Recurly and Pitbull Tax to Build Intelligent Automations
Choose a Trigger
When this happens...
New Account
Choose an Action
Automatically do this!
- Request a new Action for Pitbull Tax
Enable Integrations or automations with these events of Recurly and Pitbull Tax
Enable Integrations or automations with these events of Recurly and Pitbull Tax
Triggers
New Account
Triggered when you add a new account.
Actions
Create Account
Create a new account
Update an Account
Update an existiing account by account code.
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- Send for Approval acceptCreate Entry of expensesAdd Step
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- has responseSendDMMessageAdd Step
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Frequently Asked Questions
To start, connect both your Recurly and Pitbull Tax accounts to viaSocket. Once connected, you can set up a workflow where an event in Recurly triggers actions in Pitbull Tax (or vice versa).
Absolutely. You can customize how Recurly 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.
The data sync between Recurly and Pitbull Tax typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Recurly 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.
About Recurly
Recurly provides a flexible and scalable subscription platform to manage the entire subscription lifecycle, including recurring billing, invoicing, and payment processing.
Learn MoreAbout Pitbull Tax
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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