Motion + Pixie

Create new tasks in Motion for every new job assigned in Pixie

Maximize productivity by connecting Pixie and Motion. Whenever a new job is assigned in Pixie, this workflow initiates the creation of a new task in Motion instantly. This seamless integration allows you to better manage and organize tasks across platforms, ensuring that every assignment is effectively tracked and executed. Perfect for multitaskers looking to optimize their workflow and stay on top of their tasks efficiently.

Maximize productivity by connecting Pixie and Motion. Whenever a new job is assigned in Pixie, this workflow initiates the creation of a new task in Motion instantly. This seamless integration allows you to better manage and organize tasks across platforms, ensuring that every assignment is effectively tracked and executed. Perfect for multitaskers looking to optimize their workflow and stay on top of their tasks efficiently.

  1. When this happens...
    PixiePixie
    Job Assigned

    Triggers when a job is assigned or reassigned to a team member.

    TriggerInstant
  2. automatically do this!
    MotionMotion
    Create Task

    Creates a new Motion Task

    ActionWrite
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Supported triggers and actions

  • 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

    Job Started

    Triggers when a job starts.

    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
  • 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
    • JobRequired

    Action
    Write
motion logo
motion logo

About Motion

Motion uses artificial intelligence to optimize your and your team’s day. It automatically prioritizes tasks, schedules meetings & resolves calendar conflicts.
Learn more

Related categories

  • Project Management
pixie logo
pixie logo

About Pixie

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

Related categories

  • CRM (Customer Relationship Management)

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