Ontraport + Pixie

Ontraport + Pixie integrations

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.

When this happens...
New ContactTriggers when a new contact is added to Ontraport.
TriggerPolling
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 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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- Contact
  Required
- Tags
  Required
Action
Write
- 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

- 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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- 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
- Tags Information
- 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
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 Ontraport

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

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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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Create new Pixie jobs when Ontraport contacts are added

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Create new Pixie jobs when Ontraport contacts are added