Microsoft Teams + Pixie

Notify Microsoft Teams channels when new Pixie jobs start

Increase visibility by posting a notification into a Microsoft Teams channel when a new job is started in Pixie.

Increase visibility by posting a notification into a Microsoft Teams channel when a new job is started in Pixie.

  1. When this happens...
    PixiePixie
    Job Started

    Triggers when a job starts.

    TriggerInstant
  2. automatically do this!
    Microsoft TeamsMicrosoft Teams
    Send Bot Message

    Sends a message to a public channel from the Zapier bot. Requires installation of the Zapier app from the Teams Store.

    ActionWrite
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Supported triggers and actions

  • 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
    • JobRequired

    Action
    Write
microsoft-teams logo
microsoft-teams logo

About Microsoft Teams

Microsoft Teams is the hub for teamwork in Office 365 that integrates all the people, content, and tools your team needs to be more engaged and effective.
Learn more

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  • Microsoft
  • Team Chat

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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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