123FormBuilder + Pixie

123FormBuilder + Pixie integrations

Create and update Pixie contacts from new 123FormBuilder form entries

Easily keep your Pixie contact list up-to-date with this 123FormBuilder and Pixie integration. With this workflow, each time a new form is submitted through 123FormBuilder, a contact will be added or updated in your Pixie app. Save time and avoid manual data entry by automating your contact management process.

When this happens...
New FormTriggers when a new form is added to your account.
TriggerPolling
automatically do this!
Add/Update Contact to ClientCreate or update a contact, based on the contact ID or the contact's email already existing.
ActionWrite

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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.
Trigger
Polling
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Job Assigned
Triggers when a job is assigned or reassigned to a team member.
Trigger
Instant
Try It
Job Started
Triggers when a job starts.
Trigger
Instant
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Contact Created/Updated
Triggers when a contact is created or updated.
Trigger
Instant
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- Client
  Required
- Template
  Required
Action
Write

- Name
  Required
- Client ID
- Client Manager
  Required
- 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
- Client
  Required
- Job Name
  Required
- Job Template
- Deadline
  Required
- Assignee
  Required
Action
Write

- Email
  Required
Action
Search

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

About 123FormBuilder

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

Learn moreLearn moreHelpHelp

Related categories

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.

Learn moreLearn moreHelpHelp

Related categories

CRM (Customer Relationship Management)

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Related Zap Templates

Create and update Pixie clients from new 123FormBuilder forms

Related Zap Templates

Create and update Pixie clients from new 123FormBuilder forms