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Paperform + Pixie

Create or update Pixie clients from new Paperform form submissions

Effortlessly manage your client information between Paperform and Pixie with this seamless workflow. Each time a new form submission occurs in Paperform, the client data is instantly created or updated in Pixie, ensuring your client database remains up-to-date and organized. Say goodbye to manual data entry and enjoy more time focusing on your business growth.

Effortlessly manage your client information between Paperform and Pixie with this seamless workflow. Each time a new form submission occurs in Paperform, the client data is instantly created or updated in Pixie, ensuring your client database remains up-to-date and organized. Say goodbye to manual data entry and enjoy more time focusing on your business growth.

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

    Triggers when a form is submitted.

    TriggerInstant
  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
  • 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

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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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