GoCanvas + Pixie

GoCanvas + Pixie integrations

Create or update Pixie clients from new GoCanvas submissions

Streamline your client management process with this efficient workflow between GoCanvas and Pixie. When new submissions are detected in your GoCanvas app, this automation helps create or update client information in Pixie, ensuring essential client data is consistently maintained. Save time and enhance accuracy with this seamless integration between the two apps.

When this happens...
New SubmissionTriggers when a new submission is uploaded to GoCanvas for the specified app. You should have a submission to get the dynamic fields.
TriggerInstant
automatically do this!
Create/Update ClientCreate or update a client, based on the Client ID or the client's name already existing.
ActionWrite

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More things you can do with GoCanvas and Pixie

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

- Trigger Mid Workflow
- App Name
  Required
Trigger
Instant
Try It
- App Name
  Required
- Item Description
- Assign Item To
- Schedule At
Action
Write
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
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

- App Name
  Required
- Item Description
  Required
Action
Write
- Reference Data ID
  Required
Action
Write
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 GoCanvas

GoCanvas provides a simple, drag and drop tool for creating your own mobile forms (called GoCanvas Apps) that can be filled out by your employees on their mobile devices. Customize your own mobile inspections, work orders, time cards, invoices, waivers and much more. Instantly transmit your data to customers and colleagues to keep your business moving at the speed of digital.

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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)

Similar apps

Zapier Forms

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

Related Zap Templates

Create or update Pixie contacts from new GoCanvas submissions

Related Zap Templates

Create or update Pixie contacts from new GoCanvas submissions