123FormBuilder + Pixie
123FormBuilder + Pixie
123FormBuilder + Pixie integrations
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.
- When this happens...New FormTriggers when a new form is added to your account.
- automatically do this!Create/Update ClientCreate or update a client, based on the Client ID or the client's name already existing.
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More things you can do with 123FormBuilder and Pixie
Discover other triggers and actions you can use with 123FormBuilder and Pixie
- New Form
Triggers when a new form is added to your account.
Try ItTriggerPolling - Job Assigned
Triggers when a job is assigned or reassigned to a team member.
Try ItTriggerInstant - Job Started
Triggers when a job starts.
Try ItTriggerInstant - Contact Created/Updated
Triggers when a contact is created or updated.
Try ItTriggerInstant
- FormRequired
Try ItTriggerPolling- Job Finished
Triggers when all tasks of a job are completed.
Try ItTriggerInstant - Client Created/Updated
Triggers when a new client is created or updated in Pixie.
Try ItTriggerInstant - ClientRequired
- First NameRequired
- Last Name
- First and Last Name
- EmailRequired
- Contact ID
- Phone Number
- Job Title
- Greeting
ActionWrite
About 123FormBuilder
123FormBuilder is an easy way to create and use free html forms for your website using their online contact form generator!
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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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