Pixie + Squarespace Forms

Create and update Pixie clients from new Squarespace Forms form submissions

Effortlessly manage your growing client base with this efficient Squarespace Forms and Pixie workflow. When a new form submission occurs in Squarespace Forms, a client will be created or updated in the Pixie app - ensuring you always have their latest information in one organized space. Stay on top of your business with this streamlined automation.

Effortlessly manage your growing client base with this efficient Squarespace Forms and Pixie workflow. When a new form submission occurs in Squarespace Forms, a client will be created or updated in the Pixie app - ensuring you always have their latest information in one organized space. Stay on top of your business with this streamlined automation.

  1. When this happens...
    Squarespace FormsSquarespace Forms
    New Form Submission

    Triggers when form submission is submitted.

    TriggerInstant
  2. automatically do this!
    PixiePixie
    Create/Update Client

    Create or update a client, based on the Client ID or the client's name already existing.

    ActionWrite
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Supported triggers and actions

    • Api Docs Info

    • Stop on errorRequired

    • HTTP MethodRequired

    • URLRequired

    • Query string parameters

    • Additional request headers

    • Body

    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
    • ClientRequired

    • First NameRequired

    • Last Name

    • First and Last Name

    • EmailRequired

    • Contact ID

    • Phone Number

    • Job Title

    • Greeting

    Action
    Write
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 more

Related categories

  • CRM (Customer Relationship Management)

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squarespace-forms logo
squarespace-forms logo

About Squarespace Forms

Squarespace is a website builder, blogging platform, hosting service, commerce platform, and domain name registrar.

Related categories

  • Forms & Surveys

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