PitBullTax Software + Xero Integrations, Built by an AI Agent

Updated Case Status From PitBullTax Applications.

New Client From PitBullTax Applications.

Triggers on a new new file.

Triggers when a case is created or updated in PitBullTax.

New or Updated Client Activity Note From PitBullTax Applications.

Created or Updated Client From PitBullTax Applications.

Creating a new client or updating an existing one

Create a new prospect client in PitBullTax Application

Creates or updates a case in PitBullTax.

Updates the client in the application if the entry with Record ID exists

Uploads a File.

Triggers when a new bank transaction is created.

Triggers when you add a new bill. (Accounts Payable).

Triggers when you add a new contact.

Triggers when a new credit note is created.

Triggers when a new employee is created (Exclusively for Australian Instances).

Triggers when you run or refresh one of the selected Xero report types (Balance Sheet, Profit & Loss, etc.).

Adds line items to an existing sales invoice.

Add a note which will appear in the invoice history.

Creates or updates one or more stock items.

Allocates a credit note to an invoice.

Creates a new Spend/Receive Money bank transaction.

Transfers money between two bank accounts.