Notion + Pixie

Manage new or updated Pixie clients by creating database items in Notion

Streamline your client management process with this seamless workflow. When new or updated client information is detected in Pixie, this automation will swiftly generate a new database item in Notion. This removes the manual task of data entry, saving you time and ensuring your records in Notion stay up-to-date with the latest client details from Pixie. Enhance your client relationship management with this efficient and effective tool.

When this happens...
Client Created/Updated
Triggers when a new client is created or updated in Pixie.
TriggerInstant
automatically do this!
Create Database Item
Creates an item in a database.
ActionWrite

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Supported triggers and actions

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
- ClientRequired
- TemplateRequired
Action
Write
- NameRequired
- Client ID
- Client ManagerRequired
- 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

- ClientRequired
- Job NameRequired
- Job Template
- DeadlineRequired
- AssigneeRequired
Action
Write
- EmailRequired
Action
Search

- Page
Trigger
Instant
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- Page IdRequired
Trigger
Polling
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- DatabaseRequired
- ItemRequired
Action
Write
- DatabaseRequired
- Content
- Content Format
Action
Write
- Page IDRequired
- New Parent IDRequired
- New Parent Type
Action
Write
- Item IDRequired
Action
Write
- Database IDRequired
- Database Title
- Database Description
- Icon (Emoji)
- Property Updates (JSON)
Action
Write
Retrieve Database
This action retrieves a database in Notion using the ID of the database.
Action
Write
- Block IdRequired
Action
Search
- DatabaseRequired
Action
Search
- Page IDRequired
Action
Search
- TitleRequired
- Exact MatchRequired
Action
Search
- Database IDRequired
- Advanced Query (JSON)
Action
Search
- DatabaseRequired
- Content
- Content Format
Action
Search or write

Job Finished
Triggers when all tasks of a job are completed.
Trigger
Instant
Try It
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
- JobRequired
Action
Write
- First NameRequired
- Last NameRequired
- EmailRequired
Action
Write
- Id
- Name
Action
Search
- DatabaseRequired
- Filter by Creation Time
Trigger
Polling
Try It
- DatabaseRequired
Trigger
Polling
Try It
- PageRequired
- Block TypeRequired
- Content
- Programming Language
- Checked
- Icon (Emoji)
Action
Write
- PageRequired
- CommentRequired
Action
Write
- Parent PageRequired
- Title
- Content
- Icon
- Cover
Action
Write
- PageRequired
- ContentRequired
- Content Format
Action
Write
- DatabaseRequired
- ItemRequired
- Content
- Content Format
Action
Write
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write
Retrieve a Page
This action retrieves a specific page from Notion using its ID. The page id can be a normal page or a database item.
Action
Write
- PageRequired
Action
Search
- Block IDRequired
- Page Size
- Start Cursor
Action
Search
- Page or Database Item IDRequired
Action
Search
- PageRequired
- PropertyRequired
Action
Search
- UserRequired
Action
Search

About Notion

A new tool that blends your everyday work apps into one. It's the all-in-one workspace for you and your team.

Learn more

Related categories

Task Management

About Pixie

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

Learn more

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

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

Related Zap Templates

Start new database items in Notion when jobs start in Pixie

Related Zap Templates

Start new database items in Notion when jobs start in Pixie

Notion + Pixie

Manage new or updated Pixie clients by creating database items in Notion

Job Assigned

Job Started

Contact Created/Updated

Add Recurring Task to Client

Create/Update Client

Start Job

Find Contact

New Comment

Updated Page

Archive Database Item

Create Database Item

Move Page

Restore Database Item

Update Database Schema

Retrieve Database

Retrieve Block Children

Find Database Items

Get Page and Children

Find Page (By Title)

Query Database (Advanced)

Find or Create Database Item

Job Finished

Client Created/Updated

Add/Update Contact to Client

Complete Job

Invite New User

Find Client

New Database Item

Updated Database Item

Add Block to Page

Add Comment

Create Page

Add Content to Page

Update Database Item

API Request (Beta)

Retrieve a Page

Get Page Comments

Get Block Children

Get Page or Database Item by ID

Get Page Property

Get User Details

About Notion

Related categories

About Pixie

Related categories

Similar apps

Zapier Interfaces

Related Zap Templates

Related Zap Templates