GoProposal + Pixie

GoProposal + Pixie integrations

Create or update Pixie clients automatically when new GoProposal proposals are generated

Generate and manage new clients seamlessly in Pixie when you create proposals in GoProposal. This automation instantly updates or creates client details in Pixie each time a proposal is drafted in GoProposal, ensuring your client data remains up-to-date and organized, saving you the hassle of manual data entry. Make your workflow efficient and keep your focus on crafting winning proposals.

When this happens...
Proposal CreatedTriggers when a new live 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