Pixie + Pixie + OneDrive
Pixie + Pixie + OneDrive
Pixie + Pixie integrations
Create folders on OneDrive for new Pixie clients
Save time and eliminate manual admin by using this template. Once it's active, it will create a folder in OneDrive as soon as a new client is created in Pixie. The template will then update the client record with the URL to the OneDrive folder, allowing you to access the folder quicker from Pixie.
- When this happens...Client Created/UpdatedTriggers when a new client is created or updated in Pixie.
- automatically do this...
- then do this!Create/Update ClientCreate or update a client, based on the Client ID or the client's name already existing.
- Free forever for core features
- 14 day trial for premium features & apps
More things you can do with Pixie and OneDrive
Discover other triggers and actions you can use with Pixie and OneDrive
- Job Assigned
Triggers when a job is assigned or reassigned to a team member.
Try ItTriggerInstant - Job Started
Triggers when a job starts.
Try ItTriggerInstant - Contact Created/Updated
Triggers when a contact is created or updated.
Try ItTriggerInstant - ClientRequired
- TemplateRequired
ActionWrite
- Job Finished
Triggers when all tasks of a job are completed.
Try ItTriggerInstant - Client Created/Updated
Triggers when a new client is created or updated in Pixie.
Try ItTriggerInstant - ClientRequired
- First NameRequired
- Last Name
- First and Last Name
- EmailRequired
- Contact ID
- Phone Number
- Job Title
- Greeting
ActionWrite- JobRequired
ActionWrite
About Pixie
Pixie is practice management for accountants and bookkeepers. Improve visibility, collaboration and automation for your team and clients.
Related categories
Similar apps
Zapier Forms
App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier
About OneDrive
OneDrive, Microsoft's file sync app formerly known as SkyDrive, lets you store your files online, edit Office documents in the free Office Web Apps, and easily access your online files from your PC.
Related categories
Similar apps
Dropbox
File Management & Storage
Google Drive
File Management & Storage, Google
Box
File Management & Storage
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