Skip to content
Log inSign up
Pixie logo
Pixie logo

Pixie Integrations

CRM (Customer Relationship Management)
CRM (Customer Relationship Management)

Put Pixie to work with AI and enterprise-grade automation

Automate smarter with Pixie and scale with confidence. Zapier is built for enterprise-grade security, compliance, and performance.

Start free with email
Start free with email
Google Logo Continue with Google
Start free with email
Start free with email
Google Logo Continue with Google
  • No-code AI automation
  • Full audit trails and controls
  • SOC 2 and GDPR compliant
  • Easy visual workflow builder
  • 8,000+ apps, 450+ AI tools
  • Free tier available
Pixie logoPixie logo
Or pick an app to pair with
arrow pointing down
Integrate GoProposal with PixieIntegrate GoProposal with Pixie
GoProposal
Proposal & Invoice Management
Integrate Clockify with PixieIntegrate Clockify with Pixie
Clockify
Time Tracking Software
Integrate Google Forms (Legacy) with PixieIntegrate Google Forms (Legacy) with Pixie
Google Forms (Legacy)
Forms & Surveys, Google
Integrate monday.com with PixieIntegrate monday.com with Pixie
monday.com
Project Management
Integrate Mailchimp with PixieIntegrate Mailchimp with Pixie
Mailchimp
Marketing Automation
Integrate Cognito Forms with PixieIntegrate Cognito Forms with Pixie
Cognito Forms
Forms & Surveys
Integrate Google Forms with PixieIntegrate Google Forms with Pixie
Google Forms
Forms & Surveys, Google
Integrate Jotform with PixieIntegrate Jotform with Pixie
Jotform
Forms & Surveys
Integrate Xero with PixieIntegrate Xero with Pixie
Xero
Accounting
Integrate GoProposal with PixieIntegrate GoProposal with Pixie
GoProposal
Proposal & Invoice Management
Integrate Clockify with PixieIntegrate Clockify with Pixie
Clockify
Time Tracking Software
Integrate Google Forms (Legacy) with PixieIntegrate Google Forms (Legacy) with Pixie
Google Forms (Legacy)
Forms & Surveys, Google
Integrate monday.com with PixieIntegrate monday.com with Pixie
monday.com
Project Management
Integrate Mailchimp with PixieIntegrate Mailchimp with Pixie
Mailchimp
Marketing Automation
Integrate Cognito Forms with PixieIntegrate Cognito Forms with Pixie
Cognito Forms
Forms & Surveys
Integrate GoProposal with PixieIntegrate GoProposal with Pixie
GoProposal
Proposal & Invoice Management
Integrate Clockify with PixieIntegrate Clockify with Pixie
Clockify
Time Tracking Software
Integrate Google Forms (Legacy) with PixieIntegrate Google Forms (Legacy) with Pixie
Google Forms (Legacy)
Forms & Surveys, Google
Integrate monday.com with PixieIntegrate monday.com with Pixie
monday.com
Project Management
Integrate Mailchimp with PixieIntegrate Mailchimp with Pixie
Mailchimp
Marketing Automation
Integrate Cognito Forms with PixieIntegrate Cognito Forms with Pixie
Cognito Forms
Forms & Surveys
Integrate Google Forms with PixieIntegrate Google Forms with Pixie
Google Forms
Forms & Surveys, Google
Integrate Jotform with PixieIntegrate Jotform with Pixie
Jotform
Forms & Surveys
Integrate Xero with PixieIntegrate Xero with Pixie
Xero
Accounting

Top companies trust Zapier to automate work and free up time

Join millions worldwide who automate their work using Zapier

Google Logo Sign up with Google

Launch your first automated workflow

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

    Details
    Try it
    • GoProposal logo
    • Pixie logo
    GoProposal + Pixie

  • Add new Pixie clients to Clockify

    Details
    Try it
    • Pixie logo
    • Clockify logo
    Pixie + Clockify

  • Update Pixie clients and start onboarding jobs with new proposals accepted in Ignition

    Details
    Try it
    • Ignition logo
    • Pixie logo
    Ignition + Pixie

  • Update Xero contacts from new changes in Pixie

    Premium
    Details
    Try it
    • Pixie logo
    • Xero logo
    Pixie + Xero

  • Create folders on OneDrive for new Pixie clients

    Details
    Try it
    • Pixie logo
    • OneDrive logo
    Pixie + OneDrive

  • Create or update Pixie clients when new GoProposal proposals are won

    Details
    Try it
    • GoProposal logo
    • Pixie logo
    GoProposal + Pixie

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

    Details
    Try it
    • GoProposal logo
    • Pixie logo
    GoProposal + Pixie

  • Add new Pixie clients to Clockify

    Details
    Try it
    • Pixie logo
    • Clockify logo
    Pixie + Clockify

  • Update Pixie clients and start onboarding jobs with new proposals accepted in Ignition

    Details
    Try it
    • Ignition logo
    • Pixie logo
    Ignition + Pixie

  • Update Xero contacts from new changes in Pixie

    Premium
    Details
    Try it
    • Pixie logo
    • Xero logo
    Pixie + Xero

  • Create folders on OneDrive for new Pixie clients

    Details
    Try it
    • Pixie logo
    • OneDrive logo
    Pixie + OneDrive

  • Create or update Pixie clients when new GoProposal proposals are won

    Details
    Try it
    • GoProposal logo
    • Pixie logo
    GoProposal + Pixie

  • Create recurring tasks in Pixie for newly won proposals in GoProposal

    Details
    Try it
    • GoProposal logo
    • Pixie logo
    GoProposal + Pixie

  • Create recurring tasks in Pixie for services included in a Ignition proposal

    Details
    Try it
    • Ignition logo
    • Pixie logo
    Ignition + Formatter by Zapier + Filter by Zapier + 1 more

  • Update Pixie clients and start jobs with new appointments in Acuity Scheduling

    Details
    Try it
    • Acuity Scheduling logo
    • Filter by Zapier logo
    • Pixie logo
    Acuity Scheduling + Filter by Zapier + Pixie

  • Add new Pixie clients to Quickbooks Online

    Premium
    Details
    Try it
    • Pixie logo
    • Filter by Zapier logo
    • QuickBooks Online logo
    Pixie + Filter by Zapier + QuickBooks Online

  • Notify Microsoft Teams channels when new Pixie jobs start

    Details
    Try it
    • Pixie logo
    • Microsoft Teams logo
    Pixie + Microsoft Teams

  • Send channel messages in Slack when a new jobs start in Pixie

    Details
    Try it
    • Pixie logo
    • Slack logo
    Pixie + Slack

    • Create recurring tasks in Pixie for newly won proposals in GoProposal

      Details
      Try it
      • GoProposal logo
      • Pixie logo
      GoProposal + Pixie

    • Create recurring tasks in Pixie for services included in a Ignition proposal

      Details
      Try it
      • Ignition logo
      • Pixie logo
      Ignition + Formatter by Zapier + Filter by Zapier + 1 more

    • Update Pixie clients and start jobs with new appointments in Acuity Scheduling

      Details
      Try it
      • Acuity Scheduling logo
      • Filter by Zapier logo
      • Pixie logo
      Acuity Scheduling + Filter by Zapier + Pixie

    • Add new Pixie clients to Quickbooks Online

      Premium
      Details
      Try it
      • Pixie logo
      • Filter by Zapier logo
      • QuickBooks Online logo
      Pixie + Filter by Zapier + QuickBooks Online

    • Notify Microsoft Teams channels when new Pixie jobs start

      Details
      Try it
      • Pixie logo
      • Microsoft Teams logo
      Pixie + Microsoft Teams

    • Send channel messages in Slack when a new jobs start in Pixie

      Details
      Try it
      • Pixie logo
      • Slack logo
      Pixie + Slack

    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.

    • 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
      Job Started

      Triggers when a job starts.

      Trigger
      Instant
      Try It
    • Pixie triggers, actions, and search
      Contact Created/Updated

      Triggers when a contact is created or updated.

      Trigger
      Instant
      Try It
      • Client
        Required
      • Template
        Required
      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
      • 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

    Pixie Help & Support

    Common questions

    Connect Your App Accounts to Zapier

    Manage Your App Connections

    Use the Power of AI to Generate Zaps (Beta)

    What Should I Do in Zapier If I Change an App Account Password

    pixie logo
    pixie logo
    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 integrationsZapier Interfaces integrations
    Zapier Interfaces
    App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

    Popular Pixie Integrations

    • Filter by Zapier
    • GoProposal
    • Clockify
    • Google Forms (Legacy)
    • monday.com

    Popular Pixie Integrations

     

    Â