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involve.me + Pixie

Create new Pixie contacts from completed involve.me submissions

Easily manage your contacts by connecting involve.me to Pixie with this seamless workflow. When a new submission is completed in involve.me, a contact will be added or updated accordingly in your Pixie client list. This automation ensures accurate contact information is consistently maintained, saving you time and keeping your client database up-to-date without manual effort.

Easily manage your contacts by connecting involve.me to Pixie with this seamless workflow. When a new submission is completed in involve.me, a contact will be added or updated accordingly in your Pixie client list. This automation ensures accurate contact information is consistently maintained, saving you time and keeping your client database up-to-date without manual effort.

  1. When this happens...
    involve.meinvolve.me
    TriggerScheduled
  2. automatically do this!
    PixiePixie
    Add/Update Contact to Client

    Create or update a contact, based on the contact ID or the contact's email already existing.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • involve.me ProjectRequired

    Trigger
    Instant
    Try It
  • 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
  • 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
involveme logo
involveme logo

About involve.me

involve.me is a customer experience platform. Everything you need to capture leads, collect feedback & activate your audience.
Learn moreHelp

Related categories

  • Forms & Surveys

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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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