Connect Invoice Crowd and PitBullTax Software to unlock the power of automation

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Choose a Trigger

Choose an Action

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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "New Customer" from Invoice Crowd.

Add your action

An action happens after the trigger—such as "New or Update Client / Prospect" in PitBullTax Software.

You’re connected!

Zapier seamlessly connects Invoice Crowd and PitBullTax Software, automating your workflow.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

New Customer
Triggers when new customer is created.
Trigger
Polling
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New Expense
Triggers when a new expense is created.
Trigger
Polling
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- Business Profile Pid
  Required
Trigger
Polling
Try It
- Business Profile Pid
  Required
- Customer Pid
  Required
- Template Pid
- Item Name
- Item Description
- Item Quantity
- Item Rate
Action
Write
- Business Profile Pid
  Required
- Customer Pid
  Required
- Template Pid
- Item Name
- Item Description
- Item Quantity
- Item Rate
Action
Write

- Business Profile
  Required
- Income Category
- Accounting Category
- Title
  Required
- Source
- Description
- Amount
- Currency
- Income Date
Action
Write
Updated Case Status
Updated Case Status From PitBullTax Applications.
Trigger
Polling
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- Folder
  Required
Trigger
Polling
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Created or Updated Client
Created or Updated Client From PitBullTax Applications.
Trigger
Polling
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- Client Type
- Update By
Action
Write
- Client Type
- Update By
Action
Write

- Business Profile Pid
  Required
Trigger
Polling
Try It
New Other Income
Triggers when a new Income is created.
Trigger
Polling
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New Item
Triggers when a new item in Invoicecrowd is created.
Trigger
Polling
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- Business Profile Pid
  Required
- Name
  Required
- Contact Person
- Email
  Required
- Country
- Company Name
- Vat Tax No
- Phone
- Mobile
- Address 1
- Address 2
- City
- State
- Zip
- Fax
- Website
- Currency
- Shipping Name
- Shippping Email
- Shipping phone
- Shipping Address 1
- Shipping Address 1
- Shipping Country
- Shipping City
- Shipping State
- shipping Zip
Action
Write
- Expense Title
  Required
- Expense Category
- Currency
- Source
- Description
- Total Amount
- Exchanged Amount
- Adjusted Amount
- Amount
- Expense Date
Action
Write
- Name
  Required
- Description
- Price
- Quantity
- Cost Price
Action
Write
New Client / Prospect
New Client From PitBullTax Applications.
Trigger
Polling
Try It
New or Updated Client Activity Note
New or Updated Client Activity Note From PitBullTax Applications.
Trigger
Polling
Try It
Updated Clients
Updated Clients From PitBullTax Applications.
Trigger
Polling
Try It
- Client Type
Action
Write
- File
  Required
- Folder
  Required
- File Name
  Required
- File Extension
Action
Write

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Customers who say using Zapier has made them better at their job

25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Connect Invoice Crowd and PitBullTax Software to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

Make work flow with AI

Level up your Invoice Crowd to PitBullTax Software integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

About Invoice Crowd

A Cloud based Invoicing, Estimation and Accounting Platform for small and mid sized Business. Create and send Invoices to your clients and get paid faster.

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Related categories

Proposal & Invoice Management

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.