Refound your company for the AI era at ZapConnect 2026. Save your spot →

GoProposal + Pixie

GoProposal + Pixie integrations

Create or update Pixie clients when new GoProposal proposals are won

Effortlessly manage new clients in your workflow with this automation. When a proposal is won in GoProposal, it will create or update a client in Pixie, ensuring all relevant client data is up-to-date and easily accessible. Stay organized and streamline your client onboarding process, so you can focus on delivering top-notch services.

When this happens...
Proposal WonTriggers when a proposal is won (Letter of Engagement signed) in GoProposal.
TriggerInstant
automatically do this!
Create/Update ClientCreate or update a client, based on the Client ID or the client's name already existing.
ActionWrite

Start free with email

Start free with Google

Free forever for core features
14 day trial for premium features & apps

More things you can do with GoProposal and Pixie

Discover other triggers and actions you can use with GoProposal and Pixie

AML Check Ready
Triggers when an AML (Anti-Money Laundering) check is ready for a proposal in GoProposal.
Trigger
Instant
Try It
Contact Deleted
Triggers when a contact is deleted in GoProposal.
Trigger
Instant
Try It
New Draft Proposal Created
Triggers when a draft proposal is created in GoProposal.
Trigger
Instant
Try It
New Live Proposal Sent
Triggers when a live proposal is sent to a client in GoProposal.
Trigger
Instant
Try It
Proposal Deleted
Triggers when a proposal is deleted in GoProposal.
Trigger
Instant
Try It

Proposal Made Live and Sent
Triggers when a proposal is made live and sent to a client in GoProposal.
Trigger
Instant
Try It
Proposal Resent
Triggers when a proposal is resent to a client in GoProposal.
Trigger
Instant
Try It

Proposal Superseded
Triggers when a proposal is superseded by a new version in GoProposal.
Trigger
Instant
Try It
Job Assigned
Triggers when a job is assigned or reassigned to a team member.
Trigger
Instant
Try It
Job Started
Triggers when a job starts.
Trigger
Instant
Try It
Contact Created/Updated
Triggers when a contact is created or updated.
Trigger
Instant
Try It
- 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

New Contact Created
Triggers when a new contact is created in GoProposal.
Trigger
Instant
Try It
Contact Updated
Triggers when a contact is updated in GoProposal.
Trigger
Instant
Try It
Follow-Up Date Reminder
Triggers when a follow-up date reminder fires for a proposal in GoProposal.
Trigger
Instant
Try It
New Proposal Created
Triggers when any proposal (live or draft) is created in GoProposal.
Trigger
Instant
Try It
Proposal Lost
Triggers when a proposal is marked as lost in GoProposal.
Trigger
Instant
Try It
Proposal Manually Marked as Won
Triggers when a proposal is manually marked as won in GoProposal.
Trigger
Instant
Try It
Proposal Signed
Triggers when a proposal is signed by a client in GoProposal.
Trigger
Instant
Try It
Proposal Won
Triggers when a proposal is won (Letter of Engagement signed) in GoProposal.
Trigger
Instant
Try It
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
- 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

About GoProposal

GoProposal enables accountants to price consistently & eliminate scope creep.

HelpHelp

Related categories

Proposal & Invoice Management

About Pixie

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

HelpHelp

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Forms

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

Related Zap Templates

Create recurring tasks in Pixie for newly won proposals in GoProposal

Create and update Pixie clients when new GoProposal draft proposals are created