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Ontraport + Pixie

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

Effortlessly keep your client information up-to-date in Pixie with this seamless workflow. Whenever you add a new contact in Ontraport, this automation will create or update a client record in Pixie. Save time and improve your data accuracy by letting this integration handle the tedious work of synchronizing contacts between your CRM and project management tools.

Effortlessly keep your client information up-to-date in Pixie with this seamless workflow. Whenever you add a new contact in Ontraport, this automation will create or update a client record in Pixie. Save time and improve your data accuracy by letting this integration handle the tedious work of synchronizing contacts between your CRM and project management tools.

  1. When this happens...
    OntraportOntraport
    New Contact

    Triggers when a new contact is added to Ontraport.

    TriggerScheduled
  2. automatically do this!
    PixiePixie
    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

What does this mean?
    • FormRequired

    Trigger
    Instant
    Try It
    • TagRequired

    • Object TypeRequired

    Trigger
    Instant
    Try It
    • TagRequired

    • Object TypeRequired

    Trigger
    Instant
    Try It
    • Api Docs Info

    • HTTP MethodRequired

    • URLRequired

    • Query String Parameters

    • Headers

    • Additional Request Headers

    • Body

    Action
    Write
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About Ontraport

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

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  • Marketing Automation

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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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