Copper + Pixie
Add new Copper companies and create or update Pixie clients effortlessly
Easily manage your client information between Copper and Pixie with this seamless workflow. When you add a new company in Copper, it will create or update the client in Pixie, saving you time and ensuring accurate data across both platforms. Focus on growing your business while this efficient automation handles your client management tasks.
Easily manage your client information between Copper and Pixie with this seamless workflow. When you add a new company in Copper, it will create or update the client in Pixie, saving you time and ensuring accurate data across both platforms. Focus on growing your business while this efficient automation handles your client management tasks.
- When this happens...New Company
Triggers when a new Company is created in Copper.
- automatically do this!Create/Update Client
Create or update a client, based on the Client ID or the client's name already existing.
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- 14 day trial for premium features & apps
