Pixie + Squarespace Forms

Pixie + Squarespace Forms integrations

Create and update Pixie clients from new Squarespace Forms form submissions

Effortlessly manage your growing client base with this efficient Squarespace Forms and Pixie workflow. When a new form submission occurs in Squarespace Forms, a client will be created or updated in the Pixie app - ensuring you always have their latest information in one organized space. Stay on top of your business with this streamlined automation.

When this happens...
New Form SubmissionTriggers when form submission is submitted.
TriggerInstant
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 Squarespace Forms and Pixie

Discover other triggers and actions you can use with Squarespace Forms and Pixie

- Form
  Required
Trigger
Instant
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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

- Api_docs_info
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
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 Pixie

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

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About Squarespace Forms

Squarespace is a website builder, blogging platform, hosting service, commerce platform, and domain name registrar.

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Forms & Surveys

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Zapier Forms

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