PitBullTax Software SMS Integration
Yes — Mobile Message integrates with PitBullTax Software. Send and receive SMS from the tools you already use.
✓ 50 FREE SMS credits included when you sign up
About the PitBullTax Software integration
PitBullTax stores client, prospect, case and file information for tax resolution work, while Mobile Message can deliver a separate plain text notification. Zapier passes the selected fields between the accounts. It is not a native integration and it does not synchronise tax records, case histories or files. A New Client / Prospect event can send a welcome or next-step message, while Updated Case Status can alert a client that their matter has changed. New File can notify staff that a file is ready to review. Keep confidential information out of the SMS and direct recipients to the appropriate secure process where necessary.
A Mobile Message inbound SMS can also trigger PitBullTax actions such as creating a prospect client or updating a case, but only when the message provides reliable information and the workflow has been tested carefully. Start with one alert and expand after the mapping is confirmed.
A Zapier account and subscription is required for this integration. Please view Zapier's pricing page for further information.
What you can automate
Connect PitBullTax Software and Mobile Message through Zapier and these run on their own, with no code and no developer.
1.6¢ per SMS on Your First Purchase
Your first purchase is just 1.6¢ per message at any volume, and credits never expire. Stock up early and enjoy lasting value.
100% Direct-to-Carrier Delivery
Every message goes directly to Australian mobile carriers, never through other SMS aggregators or offshore routes.
FREE Dedicated Number
Get a dedicated virtual number to send and receive SMS messages, at no extra cost! Perfect for two-way SMS messaging.
Everything PitBullTax Software supports on Zapier
Any of these can start or complete an SMS automation with Mobile Message.
Triggers 7
- Created or Updated Client — Created or Updated Client From PitBullTax Applications.
- New Client / Prospect — New Client From PitBullTax Applications.
- New File — Triggers on a new new file.
- New or Updated Case — Triggers when a case is created or updated in PitBullTax.
- New or Updated Client Activity Note — New or Updated Client Activity Note From PitBullTax Applications.
- Updated Case Status — Updated Case Status From PitBullTax Applications.
- Updated Clients — Updated Clients From PitBullTax Applications.
Actions 5
- Create or Update Case — Creates or updates a case in PitBullTax.
- New or Update Client / Prospect — Creating a new client or updating an existing one
- New Prospect Client — Create a new prospect client in PitBullTax Application
- Update Client / Prospect — Updates the client in the application if the entry with `Record ID` exists
- Upload New File — Uploads a File.
Everything Your Integration Needs
Easy-to-Use Integration
Our SMS platform is simple to integrate with your existing application.
Custom Sender IDs
Personalise your messages with a branded sender name, improving trust and engagement with your audience.
Real-Time Delivery Receipts
Track your message statuses in real time, ensuring complete transparency and campaign effectiveness.
Inbound SMS Handling
Receive replies and incoming messages directly into your app for seamless two-way communication.
PitBullTax Software + SMS: common questions
Can PitBullTax text a client when case status changes?
Yes. Updated Case Status can trigger Mobile Message Send SMS. Use a concise message with the mapped client number and non-confidential status information, then direct the recipient to the appropriate secure channel if needed.
Can a new PitBullTax client receive an SMS automatically?
Yes. New Client / Prospect can start Send SMS in Mobile Message. The Zap can send a welcome or next-step message using the client details supplied by PitBullTax.
How do I connect PitBullTax with Mobile Message safely?
Set up both PitBullTax and Mobile Message accounts in Zapier. Select the case or client event, choose the SMS action, map only suitable fields and test with sample data. No code is required, but confidential details should stay out of texts.
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Learn MoreReady to Try Mobile Message?
Our sign-up process takes just 2 minutes and gives you instant access to our bulk SMS platform. You can start sending messages today!