Gravity Forms + Pixie

Gravity Forms + Pixie integrations

Create or update Pixie contacts from new Gravity Forms submissions

Effortlessly streamline your lead management process with this workflow that connects Gravity Forms and Pixie. Upon receiving a new form submission in Gravity Forms, this integration instantly updates or adds a contact in the Pixie app, ensuring your client database is always up-to-date. Say goodbye to manual data entry and focus on building strong client relationships with this seamless automation.

When this happens...
Form SubmissionTriggers when the specified form is submitted.
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

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More things you can do with Gravity Forms and Pixie

Discover other triggers and actions you can use with Gravity Forms and Pixie

- Form
  Required
- Use Admin Field Labels?
Trigger
Instant
Try It
- Form
  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

- Form
  Required
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
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 Gravity Forms

Gravity Forms is a premier WordPress plugin that makes it easy to create powerful forms on the fly.

Learn moreLearn moreHelpHelp

Related categories

Forms & Surveys

WordPress

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Formdesk

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Zoho Creator

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Formidable Forms

Forms & Surveys, WordPress

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

Add new Gravity Forms submissions to Pixie as clients

Related Zap Templates

Add new Gravity Forms submissions to Pixie as clients