Connect GoProposal and Pixie to power AI-driven automation

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Choose a Trigger

Choose an Action

Launch your first automated workflow

Start with a template that brings GoProposal and Pixie together. Build enterprise-grade automation in minutes.

Our most popular template

Create clients and start jobs in Pixie for new won proposals in GoProposal
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GoProposal + Pixie
Create recurring tasks in Pixie for newly won proposals in GoProposal
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GoProposal + Pixie
Create or update Pixie clients when new GoProposal proposals are won
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GoProposal + Pixie
Create and update Pixie clients when new GoProposal draft proposals are created
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GoProposal + Pixie
Create or update Pixie clients automatically when new GoProposal proposals are generated
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GoProposal + Pixie

Create clients and start jobs in Pixie for new won proposals in GoProposal

Details

Try it

GoProposal + Pixie

Create recurring tasks in Pixie for newly won proposals in GoProposal

Details

Try it

GoProposal + Pixie

Create or update Pixie clients when new GoProposal proposals are won

Details

Try it

GoProposal + Pixie

Create and update Pixie clients when new GoProposal draft proposals are created

Details

Try it

GoProposal + Pixie

Create or update Pixie clients automatically when new GoProposal proposals are generated

Details

Try it

GoProposal + Pixie

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Zapier makes it easy to integrate GoProposal with Pixie - no code necessary. See how you can get setup in minutes.

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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "Draft Proposal Created" from GoProposal.

Add your action

An action happens after the trigger—such as "Add/Update Contact to Client" in Pixie.

You’re connected!

Zapier seamlessly connects GoProposal and Pixie, automating your workflow.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

Draft Proposal Created
Triggers when a new draft proposal is created.
Trigger
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Proposal Won
Triggers when a proposal is won.
Trigger
Instant
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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

Proposal Created
Triggers when a new live proposal is created.
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

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G2 Badge - Leader Mid-Market - Winter 2024

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Customers who say using Zapier has made them better at their job

25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Connect GoProposal and Pixie to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

Make work flow with AI

Level up your GoProposal to Pixie integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

About GoProposal

GoProposal enables accountants to price consistently & eliminate scope creep.

HelpHelp

Related categories

Proposal & Invoice Management

About Pixie

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

Learn moreLearn moreHelpHelp

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

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

Connect GoProposal and Pixie to power AI-driven automation

Launch your first automated workflow

Create clients and start jobs in Pixie for new won proposals in GoProposal

Create recurring tasks in Pixie for newly won proposals in GoProposal

Create or update Pixie clients when new GoProposal proposals are won

Create and update Pixie clients when new GoProposal draft proposals are created

Create or update Pixie clients automatically when new GoProposal proposals are generated

Create clients and start jobs in Pixie for new won proposals in GoProposal

Create recurring tasks in Pixie for newly won proposals in GoProposal

Create or update Pixie clients when new GoProposal proposals are won

Create and update Pixie clients when new GoProposal draft proposals are created

Create or update Pixie clients automatically when new GoProposal proposals are generated

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Choose a trigger

Add your action

You’re connected!

Supported triggers and actions

Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023

Connect GoProposal and Pixie to integrate crucial parts of your business

Automate your lead management and improve conversions

Create more impactful campaigns with automation

Provide world-class support with a little help from automation

Automate your way to actionable, up-to-date data

Resolve incidents faster with automation

Make work flow with AI

Connect GoProposal to Pixie on the world's largest no-code automation platform