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Formsite + Pixie

Create Pixie contacts from new Formsite form results

Effortlessly manage your client contacts by connecting Formsite and Pixie in a single workflow. With this automation, every time a new form result is received in Formsite, the contact information will be instantly added or updated in Pixie. This seamless process ensures your Pixie client list stays updated, allowing you to focus on providing exceptional service to your clients.

Effortlessly manage your client contacts by connecting Formsite and Pixie in a single workflow. With this automation, every time a new form result is received in Formsite, the contact information will be instantly added or updated in Pixie. This seamless process ensures your Pixie client list stays updated, allowing you to focus on providing exceptional service to your clients.

  1. When this happens...
    FormsiteFormsite
    New Form Result

    Triggers when a user submits a new form result.

    TriggerInstant
  2. automatically do this!
    PixiePixie
    Add/Update Contact to Client

    Create or update a contact, based on the contact ID or the contact's email already existing.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • FormRequired

    Trigger
    Instant
    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
  • 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
    • ClientRequired

    • TemplateRequired

    Action
    Write
formsite logo
formsite logo

About Formsite

Formsite enables non-technical users to build professional quality web forms and surveys with no HTML or coding experience.
Learn moreHelp

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.

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