Ontraport + Pixie

Ontraport + Pixie integrations

Create new Pixie jobs when Ontraport contacts are added

Seamlessly connect Ontraport and Pixie with this efficient workflow. When a new contact is added in Ontraport, a job will automatically begin in Pixie, ensuring a smooth and consistent process. Save time and boost productivity by streamlining your contact management and job initiation tasks within the two apps.

When this happens...
New ContactTriggers when a new contact is added to Ontraport.
TriggerPolling
automatically do this!
Start JobStarts a new job.
ActionWrite

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More things you can do with Ontraport and Pixie

Discover other triggers and actions you can use with Ontraport and Pixie

New Contact
Triggers when a new contact is added to Ontraport.
Trigger
Polling
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- Product Id
  Required
Trigger
Instant
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- Product Id
  Required
Trigger
Instant
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- Email
- Last Name
- First Name
- Address
- City
- State
- Zip Code
- Address Line 2
- Country
- Office Phone
- SMS Number
- Birthday
- Title
- Fax
- Website
- Company
- First Campaign
- First Content
- First Lead Source
- First Medium
- First Term
- Last Campaign
- Last Content
- Last Lead Source
- Last Medium
- Last Term
- Facebook
- Instagram
- Twitter
- Linkedin
- Profile Image
- Sequence
- Tag
Action
Write
- Search
  Required
Action
Search

Job Finished
Triggers when all tasks of a job are completed.
Trigger
Instant
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Client Created/Updated
Triggers when a new client is created or updated in Pixie.
Trigger
Instant
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- 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

- Form
  Required
Trigger
Instant
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- Tag
  Required
- Object Type
  Required
Trigger
Instant
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- Tag
  Required
- Object Type
  Required
Trigger
Instant
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- Api_docs_info
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
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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- 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

About Ontraport

An all-in-one business and marketing platform designed for information marketers, experts, and coaches.

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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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CRM (Customer Relationship Management)

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Related Zap Templates

Create or update Pixie clients when new contacts are added in Ontraport

Related Zap Templates

Create or update Pixie clients when new contacts are added in Ontraport