Pixie and Salesflare

How to connect Pixie

When client Created/Updated in Pixie, find or create account, then find or create contact, then add contact to account in Salesflare.
When contact Created/Updated in Pixie, find or create contact in Salesflare.
When new Task in Salesflare, add Recurring Task to Client in Pixie.

Pixie is practice management for accountants and bookkeepers. Improve visibility, collaboration and automation for your team and clients.

Start a workflow when this happens

Client Created/Updated — Triggers when a new client is created or updated in Pixie.
Contact Created/Updated — Triggers when a contact is created or updated.
Job Assigned — Triggers when a job is assigned or reassigned to a team member.
Job Finished — Triggers when all tasks of a job are completed.
Job Started — Triggers when a job starts.

Things Salesflare can make it do

Add Recurring Task to Client — Creates a recurring task using the default template recurrence settings.
Add/Update Contact to Client — Create or update a contact, based on the contact ID or the contact's email already existing.
Complete Job — Mark an entire Job as have been completed.
Create/Update Client — Create or update a client, based on the Client ID or the client's name already existing.
Invite New User — Sends an invitation on your behalf to a team member asking them to join a workspace on Pixie.

Show 1 more actions

Look up existing records

Find Client — Finds an existing client based on the name or ID. If neither is provided, returns all clients.
Find Contact — Find an existing contact.