Karbon + PitBullTax Software
Update PitBullTax Software clients/prospects when person contacts are updated in Karbon
Easily streamline your work processes whenever there's an update to a person's contact in Karbon. This workflow immediately ensures the corresponding new or updated client/prospect in PitBullTax Software is fully up-to-date, preventing any time-consuming manual entries. It's both an efficient and effective way to keep both platforms aligned and your tax preparation tasks in check.
Easily streamline your work processes whenever there's an update to a person's contact in Karbon. This workflow immediately ensures the corresponding new or updated client/prospect in PitBullTax Software is fully up-to-date, preventing any time-consuming manual entries. It's both an efficient and effective way to keep both platforms aligned and your tax preparation tasks in check.
- When this happens...Person Contact Updated
Triggers when a person contact is updated.
- automatically do this!New or Update Client / Prospect
Creating a new client or updating an existing one
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New Person Contact
Triggers when a new person contact is created.
Try ItNew Organization Contact
Triggers when a new organization contact is created.
Try ItFirst NameRequired
Last NameRequired
Client Identifier
Contact Type
Preferred Name
Salutation
Email Address
Address Line
City
State Province County
Zip Code
Country
Phone Number
NameRequired
Client Identifier
Contact Type
Website
Address Line
City
State Province County
Zip Code
Country
Phone Number
Person Contact Updated
Triggers when a person contact is updated.
Try ItOrganization Contact Updated
Triggers when an organization contact is updated.
Try ItIdRequired
First NameRequired
Last NameRequired
Client Identifier
Contact Type
Preferred Name
Salutation
Email Address
Address Line
City
State Province County
Zip Code
Country
IdRequired
NameRequired
Client Identifier
Contact Type
Website
Address Line
City
State Province County
Zip Code
Country
Phone Number