Paperform + Pixie

Create or update Pixie clients from new Paperform form submissions

Effortlessly manage your client information between Paperform and Pixie with this seamless workflow. Each time a new form submission occurs in Paperform, the client data is instantly created or updated in Pixie, ensuring your client database remains up-to-date and organized. Say goodbye to manual data entry and enjoy more time focusing on your business growth.

Effortlessly manage your client information between Paperform and Pixie with this seamless workflow. Each time a new form submission occurs in Paperform, the client data is instantly created or updated in Pixie, ensuring your client database remains up-to-date and organized. Say goodbye to manual data entry and enjoy more time focusing on your business growth.

  1. When this happens...
    PaperformPaperform
    New Form Submission

    Triggers when a new submission is received for a form.

    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

    • FormRequired

    Trigger
    Instant
    Try It
    • FormRequired

    • Coupon CodeRequired

    Action
    Write
    • FormRequired

    • Form ProductRequired

    Action
    Write
    • FormRequired

    • FieldRequired

    • SKURequired

    • NameRequired

    • PriceRequired

    • Available Quantity

    • Minimum

    • Maximum

    • Discountable

    • Image URLs

    Action
    Write
paperform logo
paperform logo

About Paperform

A digital Swiss Army Knife: take payments, create forms, manage bookings and put manual processes on autopilot. Where imagination takes form.
Learn more

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  • Forms & Surveys

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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

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  • CRM (Customer Relationship Management)

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