The ID of the client to associate with the contact.

First name of the contact. If left empty when creating a contact, an error will be raised.

If needed, you can use this full name of the contact instead of the first and last name separately.

Email is the key of the contact. If a contact already exists with the same email address for this client, the details will be updated.

Use the Contact ID when you need to update an existing contact, including its email address.

Examples: "Hi first_name", or "Dear last_name".

The ID of the client to associate with the template.

The template to assign to the client. If you want to assign multiple templates, please assign a comma-separated string to this value.

If a client already exists on Pixie with this name, their data will be updated.

Use the Client ID when you need to update an existing client, including its name.

The client manager is required when creating a client.

The client type is required when creating a client.

The first name of the primary contact is required if you set any other primary contact attribute.

The name for the job to make it easier to identify.

If a job template is assigned, the job will have all the template's tasks. If no template is assigned, the job will be created with just one task.

The date on which this job needs to be delivered. You can use plain-English terms such as "tomorrow" or "today + 7 days"

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

Pixie

Instantly build dynamic interfaces that connect to Zaps and a data source (like Tables). Interfaces gives you a drag-and-drop way to build visual workflows for any business process, without writing code.

Zapier Automation Platform

PRODUCTS

CAPABILITIES

By use case

By app

By team

By company size

How Zapier Zaps

How Zapier Uses AI

By team

Learn more

Get help

Zapier quick-start guide

Developer resources

Pixie Integrations

Pixie Help & Support

About Pixie

Related categories

Similar apps

Zapier Interfaces