Formsite + Pixie

Formsite + Pixie integrations

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.

When this happens...
New Form ResultTriggers when a user submits a new form result.
TriggerInstant
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

Start free with email

Start free with Google

Free forever for core features
14 day trial for premium features & apps

More things you can do with Formsite and Pixie

Discover other triggers and actions you can use with Formsite and Pixie

- Form
  Required
Trigger
Instant
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

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
Try It
Contact Created/Updated
Triggers when a contact is created or updated.
Trigger
Instant
Try It
- 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

About Formsite

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

Learn moreLearn moreHelpHelp

Related categories

Forms & Surveys

Similar apps

Formstack

Forms & Surveys

Jotform

Forms & Surveys

Typeform

Forms & Surveys

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)

Similar apps

Zapier Forms

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier