involve.me + Pixie

involve.me + Pixie integrations

Create or update Pixie clients from new completed involve.me submissions

Effortlessly manage your involve.me submissions by connecting them to the Pixie app with this workflow. When a submission is marked as complete in involve.me, this automation will create or update a client in Pixie with the relevant information. Streamline your process and ensure your Pixie records stay up-to-date with every completed involve.me submission.

When this happens...
New Completed SubmissionTriggers when a participant completes a submission in your funnel.
TriggerInstant
automatically do this!
Create/Update ClientCreate or update a client, based on the Client ID or the client's name already existing.
ActionWrite

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More things you can do with involve.me and Pixie

Discover other triggers and actions you can use with involve.me and Pixie

- involve.me Funnel
  Required
Trigger
Instant
Try It
- Organization
  Required
- Email
  Required
- Tag
  Required
Action
Write
Job Assigned
Triggers when a job is assigned or reassigned to a team member.
Trigger
Instant
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Job Started
Triggers when a job starts.
Trigger
Instant
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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

- Organization
  Required
- Email
  Required
Action
Write
- Organization
  Required
- Email
  Required
- Tag
  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

About involve.me

involve.me is a AI quiz funnel builder with built-in email automation. Create quizzes, assessments, calculators & forms with personalized email sequences.

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About Pixie

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

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