involve.me + Pixie

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 Submission
Triggers when a participant completes a submission in your funnel.
TriggerInstant
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Create/Update Client
Create or update a client, based on the Client ID or the client's name already existing.
ActionWrite

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Supported triggers and actions

- involve.me FunnelRequired
Trigger
Instant
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- OrganizationRequired
- EmailRequired
- TagRequired
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
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- ClientRequired
- TemplateRequired
Action
Write
- NameRequired
- Client ID
- Client ManagerRequired
- 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

- ClientRequired
- Job NameRequired
- Job Template
- DeadlineRequired
- AssigneeRequired
Action
Write
- EmailRequired
Action
Search

- OrganizationRequired
- EmailRequired
Action
Write
- OrganizationRequired
- EmailRequired
- TagRequired
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
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- ClientRequired
- First NameRequired
- Last Name
- First and Last Name
- EmailRequired
- Contact ID
- Phone Number
- Job Title
- Greeting
Action
Write
- JobRequired
Action
Write
- First NameRequired
- Last NameRequired
- EmailRequired
Action
Write
- Id
- Name
Action
Search