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.
- When this happens...New Form
Triggers when a new form is added to your account.
- automatically do this!Create/Update Client
Create or update a client, based on the Client ID or the client's name already existing.
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