Pixie Integrations

Name: Zapier
Availability: InStock

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.

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Start free with email

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

Or pick an app to pair with

GoProposal

Proposal & Invoice Management

Clockify

Time Tracking Software

Google Forms (Legacy)

Forms & Surveys, Google

monday.com

Project Management

Google Forms

Forms & Surveys, Google

Mailchimp

Marketing Automation

Cognito Forms

Forms & Surveys

HubSpot

Marketing Automation

Jotform

Forms & Surveys

GoProposal

Proposal & Invoice Management

Clockify

Time Tracking Software

Google Forms (Legacy)

Forms & Surveys, Google

monday.com

Project Management

Google Forms

Forms & Surveys, Google

Mailchimp

Marketing Automation

GoProposal

Proposal & Invoice Management

Clockify

Time Tracking Software

Google Forms (Legacy)

Forms & Surveys, Google

monday.com

Project Management

Google Forms

Forms & Surveys, Google

Mailchimp

Marketing Automation

Cognito Forms

Forms & Surveys

HubSpot

Marketing Automation

Jotform

Forms & Surveys

Top companies trust Zapier to automate work and free up time

Join millions worldwide who automate their work using Zapier

Launch your first automated workflow

Create clients and start jobs in Pixie for new won proposals in GoProposal
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GoProposal + Pixie
Add new Pixie clients to Clockify
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Pixie + Clockify
Update Pixie clients and start onboarding jobs with new proposals accepted in Ignition
Details
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Ignition + Pixie
Update Xero contacts from new changes in Pixie
Premium
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Pixie + Xero
Create folders on OneDrive for new Pixie clients
Details
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Pixie + OneDrive
Create recurring tasks in Pixie for newly won proposals in GoProposal
Details
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GoProposal + Pixie

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

Details

Try it

GoProposal + Pixie

Add new Pixie clients to Clockify

Details

Try it

Pixie + Clockify

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

Details

Try it

Ignition + Pixie

Update Xero contacts from new changes in Pixie

Details

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Pixie + Xero

Create folders on OneDrive for new Pixie clients

Details

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Pixie + OneDrive

Create recurring tasks in Pixie for newly won proposals in GoProposal

Details

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GoProposal + Pixie

Create or update Pixie clients when new GoProposal proposals are won

Details

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GoProposal + Pixie

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

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Ignition + Formatter by Zapier + Filter by Zapier + 1 more

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

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Acuity Scheduling + Filter by Zapier + Pixie

Add new Pixie clients to Quickbooks Online

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Pixie + Filter by Zapier + QuickBooks Online

Notify Microsoft Teams channels when new Pixie jobs start

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Pixie + Microsoft Teams

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

Details

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Pixie + Slack

Create or update Pixie clients when new GoProposal proposals are won
Details
Try it
GoProposal + Pixie
Create recurring tasks in Pixie for services included in a Ignition proposal
Details
Try it
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 + Filter by Zapier + Pixie
Add new Pixie clients to Quickbooks Online
Premium
Details
Try it
Pixie + Filter by Zapier + QuickBooks Online
Notify Microsoft Teams channels when new Pixie jobs start
Details
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Pixie + Microsoft Teams
Send channel messages in Slack when a new jobs start in Pixie
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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.

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

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

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

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

Pixie Integrations

Put Pixie to work with AI and enterprise-grade automation

Top companies trust Zapier to automate work and free up time

Join millions worldwide who automate their work using Zapier

Launch your first automated workflow