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Pixie + Streak

Pixie + Streak

Pixie + Streak integrations

Update Pixie clients when Streak contacts are updated

Keep your Streak contacts and Pixie clients seamlessly updated with this workflow. When you make changes to a contact in Streak, this automation will create or update a corresponding client in Pixie, ensuring your records are always current and accurate across both platforms. Stay organized and save time by streamlining your contact management processes.

  1. When this happens...
    Updated Contact
    Updated Contact
    Updated ContactTriggered when a contact is updated.
  2. automatically do this!
    Create/Update Client
    Create/Update Client
    Create/Update ClientCreate or update a client, based on the Client ID or the client's name already existing.
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More things you can do with Streak and Pixie

Discover other triggers and actions you can use with Streak and Pixie

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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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About Streak
Streak is a flexible CRM and process management system that lives inside your Gmail inbox.
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