Formstack + Pixie
Create or update Pixie clients from new Formstack submissions
Streamline your client management process with this seamless automation between Formstack and Pixie. When a new submission rolls in from Formstack, this workflow will create or update a client in Pixie, saving you time and ensuring accurate records. Keep your client database up-to-date without manual intervention, so you can focus on managing relationships and delivering exceptional service.
Streamline your client management process with this seamless automation between Formstack and Pixie. When a new submission rolls in from Formstack, this workflow will create or update a client in Pixie, saving you time and ensuring accurate records. Keep your client database up-to-date without manual intervention, so you can focus on managing relationships and delivering exceptional service.
- When this happens...New Submission
Triggers when a new added submission for a form is submitted. Uses webhooks for instant triggering.
- 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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