Create or update client records in Pixie from new proposals in GoProposal, and format dates

Create or update client records in Pixie when a new proposal is generated in GoProposal. Keep client information current and correctly formatted, ensuring faster onboarding and improved data accuracy.

Create or update client records in Pixie from new proposals in GoProposal, and format dates

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Overview

Create or update client records in Pixie when a new proposal is generated in GoProposal. Keep client information current and correctly formatted, ensuring faster onboarding and improved data accuracy.

Create or update client records in Pixie from new proposals in GoProposal, and format dates