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Create or update client profile, and start onboarding job with GoProposal and Pixie

Create or update client profile, and start onboarding job with GoProposal and Pixie

Create or update client profiles in Pixie and initiate onboarding jobs when proposals are won in GoProposal. This accelerates your onboarding process and ensures accurate client data management.

Create or update client profile, and start onboarding job with GoProposal and Pixie

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Overview

Create or update client profiles in Pixie and initiate onboarding jobs when proposals are won in GoProposal. This accelerates your onboarding process and ensures accurate client data management.

Create or update client profile, and start onboarding job with GoProposal and Pixie