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Ignition + Pixie

Update Pixie clients and start onboarding jobs with new proposals accepted in Ignition

Once a client accepts the proposal in Ignition, kickstart their onboarding process in Pixie. This Zapier integration handles this for you automatically, eliminating the need for manual data entry to keep both systems up to date.

Once a client accepts the proposal in Ignition, kickstart their onboarding process in Pixie. This Zapier integration handles this for you automatically, eliminating the need for manual data entry to keep both systems up to date.

  1. When this happens...
    IgnitionIgnition
    Proposal Accepted

    Triggers when a proposal is accepted.

    TriggerInstant
  2. automatically do this...
    PixiePixie
    Create/Update Client

    Create or update a client, based on the Client ID or the client's name already existing.

    ActionWrite
  3. then do this!
    PixiePixie
    Start Job

    Starts a new job.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Ignition triggers, actions, and search

    Proposal Archived

    Triggers when a proposal is archived. Does not work with Classic proposals.

    Trigger
    Instant
    Try It
  • Ignition triggers, actions, and search

    Proposal Marked as Lost

    Triggers when a proposal is marked as lost. Does not work with Classic proposals.

    Trigger
    Instant
    Try It
  • Ignition triggers, actions, and search

    Proposal Revoked

    Triggers when a proposal is revoked. Does not work with Classic proposals.

    Trigger
    Instant
    Try It
  • Ignition triggers, actions, and search

    Classic Proposal State Changed

    Triggers when a proposal's state changes. Only works with Classic proposals

    Trigger
    Instant
    Try It
ignition logo
ignition logo

About Ignition

Ignition makes it simple to engage clients, get paid and run your business on autopilot. From impressive online proposals to automated engagement letters and payments, we free you up to focus on what matters most.
Learn moreHelp

Related categories

  • Proposal & Invoice Management

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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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