Loading

Paperform + Pixie

Create and update Pixie contacts from new Paperform form submissions

Effortlessly manage your contacts with this Paperform-Pixie integration. Whenever a new form submission is received in Paperform, this workflow will add or update the contact information in Pixie, ensuring your client database stays organized and up-to-date. Spend less time on manual data entry and focus more on nurturing your client relationships.

Effortlessly manage your contacts with this Paperform-Pixie integration. Whenever a new form submission is received in Paperform, this workflow will add or update the contact information in Pixie, ensuring your client database stays organized and up-to-date. Spend less time on manual data entry and focus more on nurturing your client relationships.

  1. When this happens...
    PaperformPaperform
    New Form Submission

    Triggers when a form is submitted.

    TriggerInstant
  2. automatically do this!
    PixiePixie
    Add/Update Contact to Client

    Create or update a contact, based on the contact ID or the contact's email already existing.

    ActionWrite
Start free with email
  • Free forever for core features
  • 14 day trial for premium features & apps

Supported triggers and actions

What does this mean?
    • FormRequired

    Trigger
    Instant
    Try It
  • 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
  • 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

    Contact Created/Updated

    Triggers when a contact is created or updated.

    Trigger
    Instant
    Try It
    • ClientRequired

    • TemplateRequired

    Action
    Write
paperform logo
paperform logo

About Paperform

A digital Swiss Army Knife: take payments, create forms, manage bookings and put manual processes on autopilot. Where imagination takes form.
Learn moreHelp

Related categories

  • Forms & Surveys

Similar apps

Wufoo integrationsWufoo integrations

Wufoo

Forms & Surveys
Jotform integrationsJotform integrations

Jotform

Forms & Surveys
Gravity Forms integrationsGravity Forms integrations

Gravity Forms

Forms & Surveys, WordPress
pixie logo
pixie logo

About Pixie

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

Similar apps

Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier