GoProposal + Pixie
Create clients and start jobs in Pixie for new won proposals in GoProposal
Looking to automate and streamline your client onboarding process? This Zapier automation will create clients and start jobs in Pixie once a new proposal is won in GoProposal.
Looking to automate and streamline your client onboarding process? This Zapier automation will create clients and start jobs in Pixie once a new proposal is won in GoProposal.
- When this happens...Proposal Won
Triggers when a proposal is won.
- automatically do this...Create/Update Client
Create or update a client, based on the Client ID or the client's name already existing.
- then do this!Start Job
Starts a new job.
- Free forever for core features
- 14 day trial for premium features & apps
About GoProposal
GoProposal enables accountants to price consistently & eliminate scope creep.
Related categories
About Pixie
Pixie is practice management for accountants and bookkeepers. Improve visibility, collaboration and automation for your team and clients.
