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Google Sheets + Pixie

Create rows in Google Sheets for new or updated Pixie clients

Effortlessly manage your Pixie client data with this seamless workflow. Whenever a client is created or updated in Pixie, this automation will add or update a row in your Google Sheets spreadsheet, ensuring you always stay up-to-date on critical information. Save time and maintain an organized database without the hassle of manual data entry.

Effortlessly manage your Pixie client data with this seamless workflow. Whenever a client is created or updated in Pixie, this automation will add or update a row in your Google Sheets spreadsheet, ensuring you always stay up-to-date on critical information. Save time and maintain an organized database without the hassle of manual data entry.

  1. When this happens...
    PixiePixie
    Client Created/Updated

    Triggers when a new client is created or updated in Pixie.

    TriggerInstant
  2. automatically do this!
    Google SheetsGoogle Sheets
    Create Spreadsheet Row

    Create a new row in a specific spreadsheet.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • 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
  • 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
    • JobRequired

    Action
    Write
google-sheets logo
google-sheets logo

About Google Sheets

Create, edit, and share spreadsheets wherever you are with Google Sheets, and get automated insights from your data.
Learn moreHelp

Related categories

  • Google
  • Spreadsheets

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pixie logo
pixie logo

About Pixie

Pixie is practice management for accountants and bookkeepers. Improve visibility, collaboration and automation for your team and clients.

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