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Pixie + WPForms

Add or update Pixie contacts from new WPForms entries

Effortlessly manage your contacts with this WPForms and Pixie automation. When a new form entry is submitted on WPForms, this workflow will add or update the contact information in your Pixie app, ensuring your client list stays up-to-date. Save time and streamline your client management process by allowing this integration to handle contact updates for you.

Effortlessly manage your contacts with this WPForms and Pixie automation. When a new form entry is submitted on WPForms, this workflow will add or update the contact information in your Pixie app, ensuring your client list stays up-to-date. Save time and streamline your client management process by allowing this integration to handle contact updates for you.

  1. When this happens...
    WPFormsWPForms
    New Form Entry

    Triggers when a form entry is submitted.

    TriggerInstant
  2. automatically do this!
    PixiePixie
    Add/Update Contact to Client

    Create or update a contact, based on the contact ID or the contact's email already existing.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • FormRequired

    Trigger
    Instant
    Try It
  • Pixie triggers, actions, and search

    Job Assigned

    Triggers when a job is assigned or reassigned to a team member.

    Trigger
    Instant
    Try It
  • Pixie triggers, actions, and search

    Contact Created/Updated

    Triggers when a contact is created or updated.

    Trigger
    Instant
    Try It
    • Api Docs Info

    • HTTP MethodRequired

    • URLRequired

    • Query String Parameters

    • Headers

    • Additional Request Headers

    • Body

    Action
    Write
  • Pixie triggers, actions, and search

    Job Finished

    Triggers when all tasks of a job are completed.

    Trigger
    Instant
    Try It
  • Pixie triggers, actions, and search

    Client Created/Updated

    Triggers when a new client is created or updated in Pixie.

    Trigger
    Instant
    Try It
    • ClientRequired

    • First NameRequired

    • Last Name

    • First and Last Name

    • EmailRequired

    • Contact ID

    • Phone Number

    • Job Title

    • Greeting

    Action
    Write
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About Pixie

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

Related categories

  • CRM (Customer Relationship Management)

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wpforms logo
wpforms logo

About WPForms

WPForms is a drag and drop online form builder for WordPress that allows you to easily create contact forms, email subscription forms, billing forms, donation forms, online order forms, and more.

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