Pixie + Zapier Forms

Pixie + Zapier Forms integrations

Create and update Pixie clients from new Zapier Forms submissions

Streamline your workload by ensuring your Pixie client details are instantly updated when a new entry is made in Zapier Forms. This automation not only keeps your Pixie client base current but also guarantees that no crucial client data slips through the cracks. Use this workflow to focus on building stronger client relationships rather than manually updating data.

When this happens...
Form Submission CreatedTriggers when a new form submission is created.
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 Zapier Forms and Pixie

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

- Form Project
  Required
- Page
  Required
- Button
  Required
Trigger
Instant
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- Form Project
  Required
Trigger
Instant
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- Form Project
  Required
Trigger
Instant
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- Form Project
  Required
- Page
  Required
- Stripe Payment
  Required
Trigger
Instant
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- Form Project
  Required
- Email Address
  Required
Action
Write

- Form Project
  Required
- Email Address
  Required
- Name
  Required
Action
Search or 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
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- 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

- Form Project
  Required
- Page
  Required
- Block Type
Trigger
Instant
Try It
- Form Project
  Required
- Page
  Required
- Form
  Required
Trigger
Instant
Try It
Form Project Created
Triggers when a new Form Project is created.
Trigger
Instant
Try It
- Form Project
  Required
- Name
  Required
- Email Address
  Required
Action
Write
- Form Project
  Required
- Email Address
  Required
Action
Search
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
Try It
- 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

About Pixie

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

HelpHelp

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Forms

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier, Zapier products

About Zapier Forms

Zapier Forms is an automated way to collect data and integrate your form with workflows that can connect to 8,000+ apps.

Learn moreLearn moreHelpHelp

Related categories

App Builder

CRM (Customer Relationship Management)

Forms & Surveys

Zapier

Zapier products

Similar apps

Zapier Forms

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier, Zapier products