GoProposal + Pixie

GoProposal + Pixie integrations

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

Effortlessly manage your client information when a draft proposal is created in GoProposal. With this seamless workflow, every time a new draft proposal is generated in GoProposal, the client data will be automatically updated or added in Pixie, keeping both platforms up-to-date and ensuring accurate communication with your clients. Spend less time on manual data entry and focus more on providing top-notch services.

When this happens...
Draft Proposal CreatedTriggers when a new draft proposal is created.
TriggerInstant
automatically do this!
Create/Update ClientCreate or update a client, based on the Client ID or the client's name already existing.
ActionWrite

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More things you can do with GoProposal and Pixie

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

Draft Proposal Created
Triggers when a new draft proposal is created.
Trigger
Instant
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Proposal Won
Triggers when a proposal is won.
Trigger
Instant
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Job Finished
Triggers when all tasks of a job are completed.
Trigger
Instant
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Client Created/Updated
Triggers when a new client is created or updated in Pixie.
Trigger
Instant
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- 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
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Proposal Created
Triggers when a new live proposal is created.
Trigger
Instant
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Job Assigned
Triggers when a job is assigned or reassigned to a team member.
Trigger
Instant
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Job Started
Triggers when a job starts.
Trigger
Instant
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Contact Created/Updated
Triggers when a contact is created or updated.
Trigger
Instant
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- 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

About GoProposal

GoProposal enables accountants to price consistently & eliminate scope creep.

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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.

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Related categories

CRM (Customer Relationship Management)

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Create recurring tasks in Pixie for newly won proposals in GoProposal

Create or update Pixie clients when new GoProposal proposals are won