Connect SmartSurvey and Pitbull Tax to Build Intelligent Automations
Enable Integrations or automations with these events of SmartSurvey and Pitbull Tax
Enable Integrations or automations with these events of SmartSurvey and Pitbull Tax
Triggers
New Response
Triggers when a survey has a new response.
Actions
Create Contact
Creates a contact within a contact list.
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Frequently Asked Questions
To start, connect both your SmartSurvey and Pitbull Tax accounts to viaSocket. Once connected, you can set up a workflow where an event in SmartSurvey triggers actions in Pitbull Tax (or vice versa).
Absolutely. You can customize how SmartSurvey 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 SmartSurvey 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 SmartSurvey 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 SmartSurvey
SmartSurvey is an online survey tool that allows users to create, distribute, and analyze surveys easily. It provides a range of templates and customization options to gather valuable insights and feedback from respondents.
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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.
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