Connect Cloud BOT to Pixie and automate any workflow

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1. Choose a Trigger

An event that starts an automation

2. Choose an Action

The event an automation performs after it's triggered

Endless possibilities

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Zapier makes it easy to integrate Cloud BOT with Pixie - no code necessary. See how you can get setup in minutes.

Select a trigger from Cloud BOT

A trigger is an event that starts your Zap and runs the workflow. For example, with Cloud BOT, a trigger could be "BOT Done."

A trigger is the event that kicks off your automated workflow.

Setup an action from Pixie

An action is what takes place after the automation is triggered. For example, with Pixie, the action could be "Add/Update Contact to Client."

An action is the event that your automated workflow performs when triggered.

That’s it! You just connected Cloud BOT to Pixie

With Zapier, it’s never been easier to connect your apps together and automate your most tedious work. Save hours every month.

Triggers and actions are the main components of every automated workflow.

Connect Cloud BOT and Pixie to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

An illustration representing how to automate lead management with Zapier.

Connect Cloud BOT and Pixie to unlock the power of automation

With Zapier's 7,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.

Choose a Trigger

Start here

Choose an Action

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

- Language
  Required
- Contract
  Required
- BOT
  Required
Trigger
Instant
Try It
- Language
  Required
- Contract
  Required
- BOT
  Required
- Async
  Required
Action
Write
Job Assigned
Triggers when a job is assigned or reassigned to a team member.
Trigger
Instant
Try It
Job Started
Triggers when a job starts.
Trigger
Instant
Try It
Contact Created/Updated
Triggers when a contact is created or updated.
Trigger
Instant
Try It

- Client
  Required
- Template
  Required
Action
Write
- Name
  Required
- Contact ID
- Client Manager
  Required
- Client Type
- Email
  Required
- 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
- Name
  Required
- Job Template
- Deadline
  Required
- Assignee
  Required
Action
Write
- Email
  Required
Action
Search

- Language
  Required
- Contract
  Required
- Ref
  Required
Action
Write
- Language
  Required
- Contract
  Required
- File name
  Required
- File
  Required
Action
Write
Job Finished
Triggers when all tasks of a job are completed.
Trigger
Instant
Try It
Client Created/Updated
Triggers when a new client is created or updated in Pixie.
Trigger
Instant
Try It
- 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
- Email
  Required
Action
Write
- Contact ID
- Name
  Required
Action
Search