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123FormBuilder + Pixie

Create and update Pixie clients from new 123FormBuilder forms

Easily manage your client information across platforms with this seamless workflow between 123FormBuilder and Pixie. Whenever a new form is submitted in 123FormBuilder, it will create or update the client information in Pixie. Save time and effort by keeping your client data organized and up-to-date without any manual intervention.

Easily manage your client information across platforms with this seamless workflow between 123FormBuilder and Pixie. Whenever a new form is submitted in 123FormBuilder, it will create or update the client information in Pixie. Save time and effort by keeping your client data organized and up-to-date without any manual intervention.

  1. When this happens...
    123FormBuilder123FormBuilder
    New Form

    Triggers when a new form is added to your account.

    TriggerScheduled
  2. automatically do this!
    PixiePixie
    Create/Update Client

    Create or update a client, based on the Client ID or the client's name already existing.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • 123FormBuilder triggers, actions, and search

    New Form

    Triggers when a new form is added to your account.

    Trigger
    Scheduled
    Try It
  • Pixie triggers, actions, and search

    Job Assigned

    Triggers when a job is assigned or reassigned to a team member.

    Trigger
    Instant
    Try It
  • Pixie triggers, actions, and search

    Contact Created/Updated

    Triggers when a contact is created or updated.

    Trigger
    Instant
    Try It
    • FormRequired

    Trigger
    Scheduled
    Try It
  • Pixie triggers, actions, and search

    Job Finished

    Triggers when all tasks of a job are completed.

    Trigger
    Instant
    Try It
  • Pixie triggers, actions, and search

    Client Created/Updated

    Triggers when a new client is created or updated in Pixie.

    Trigger
    Instant
    Try It
    • ClientRequired

    • First NameRequired

    • Last Name

    • First and Last Name

    • EmailRequired

    • Contact ID

    • Phone Number

    • Job Title

    • Greeting

    Action
    Write
123formbuilder logo
123formbuilder logo

About 123FormBuilder

123FormBuilder is an easy way to create and use free html forms for your website using their online contact form generator!
Learn moreHelp

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  • Forms & Surveys

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About Pixie

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

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