Pixie Integrations

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Create clients and start jobs in Pixie for new won proposals in GoProposal
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GoProposal + Pixie
Update Xero contacts from new changes in Pixie
Premium
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Pixie + Xero
Add new Pixie clients to Clockify
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Pixie + Clockify
Update Pixie clients and start onboarding jobs with new proposals accepted in Ignition
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Ignition + Pixie

Create clients and start jobs in Pixie from new Calendly invitees
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Calendly + Filter by Zapier + Pixie

Create and update Pixie clients when new GoProposal draft proposals are created
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GoProposal + Pixie

Create clients and start jobs in Pixie for new won proposals in GoProposal

Details

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GoProposal + Pixie

Update Xero contacts from new changes in Pixie

Premium

Details

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Pixie + Xero

Add new Pixie clients to Clockify

Details

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Pixie + Clockify

Update Pixie clients and start onboarding jobs with new proposals accepted in Ignition

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Ignition + Pixie

Create clients and start jobs in Pixie from new Calendly invitees

Details

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Calendly + Filter by Zapier + Pixie

Create and update Pixie clients when new GoProposal draft proposals are created

Details

Try it

GoProposal + Pixie

Supported triggers and actions

What does this mean?

Job Assigned
Triggers when a job is assigned or reassigned to a team member.
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Instant
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Job Started
Triggers when a job starts.
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Instant
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Contact Created/Updated
Triggers when a contact is created or updated.
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Instant
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- ClientRequired
- TemplateRequired
Action
Write
- NameRequired
- Client ID
- Client ManagerRequired
- Client Type
- Email
- Primary Contact - First Name
- Primary Contact - Last Name
- Primary Contact - First and Last Name
- Primary Contact - Email
- Primary Contact - Phone Number
- Primary Contact - Job Title
- Address Line 1
- Address Line 2
- City
- State
- Postal Code
- Country
Action
Write

- ClientRequired
- Job NameRequired
- Job Template
- DeadlineRequired
- AssigneeRequired
Action
Write
- EmailRequired
Action
Search

Job Finished
Triggers when all tasks of a job are completed.
Trigger
Instant
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Client Created/Updated
Triggers when a new client is created or updated in Pixie.
Trigger
Instant
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- ClientRequired
- First NameRequired
- Last Name
- First and Last Name
- EmailRequired
- Contact ID
- Phone Number
- Job Title
- Greeting
Action
Write
- JobRequired
Action
Write
- First NameRequired
- Last NameRequired
- EmailRequired
Action
Write
- Id
- Name
Action
Search

About Pixie

Pixie is practice management for accountants and bookkeepers. Improve visibility, collaboration and automation for your team and clients.

Learn more

Related categories

CRM (Customer Relationship Management)

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Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

Pixie Integrations

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Ignition

GoProposal

Google Sheets

Clockify

monday.com

Microsoft Outlook

QuickBooks Online

Cognito Forms

Google Forms

Ignition

GoProposal

Google Sheets

Clockify

monday.com

Microsoft Outlook

Ignition

GoProposal

Google Sheets

Clockify

monday.com

Microsoft Outlook

QuickBooks Online

Cognito Forms

Google Forms

Create clients and start jobs in Pixie for new won proposals in GoProposal

Update Xero contacts from new changes in Pixie

Add new Pixie clients to Clockify

Update Pixie clients and start onboarding jobs with new proposals accepted in Ignition

Create clients and start jobs in Pixie from new Calendly invitees

Create and update Pixie clients when new GoProposal draft proposals are created

Create clients and start jobs in Pixie for new won proposals in GoProposal

Update Xero contacts from new changes in Pixie

Add new Pixie clients to Clockify

Update Pixie clients and start onboarding jobs with new proposals accepted in Ignition

Create clients and start jobs in Pixie from new Calendly invitees

Create and update Pixie clients when new GoProposal draft proposals are created

Job Assigned

Job Started

Contact Created/Updated

Add Recurring Task to Client

Create/Update Client

Client ID

Client Type

Email

Primary Contact - First Name

Primary Contact - Last Name

Primary Contact - First and Last Name

Primary Contact - Email

Primary Contact - Phone Number

Primary Contact - Job Title

Address Line 1

Address Line 2

City

State

Postal Code

Country

Start Job

Job Template

Find Contact

Job Finished

Client Created/Updated

Add/Update Contact to Client

Last Name

First and Last Name

Contact ID

Phone Number

Job Title

Greeting

Complete Job

Invite New User

Find Client

Id

Name

About Pixie

Related categories

Similar apps

Zapier Interfaces

Popular Pixie Integrations