Pixie + Sunsama
Create tasks in Sunsama for new job assignments in Pixie
Streamline your workflow between Pixie and Sunsama. When a new job is assigned in Pixie, a corresponding task will be created in Sunsama. This seamless automation ensures that your tasks are consistently updated across your management tools, helping you stay organized and efficient.
Streamline your workflow between Pixie and Sunsama. When a new job is assigned in Pixie, a corresponding task will be created in Sunsama. This seamless automation ensures that your tasks are consistently updated across your management tools, helping you stay organized and efficient.
- When this happens...Job Assigned
Triggers when a job is assigned or reassigned to a team member.
- automatically do this!Create Task
Creates a new task in Sunsama.
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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 Sunsama
Sunsama organizes all your tasks, to-dos, and meetings day-by-day. Manage all the work you need to do today in one place.