GoProposal + Pixie

Create or update Pixie clients when new GoProposal proposals are won

Effortlessly manage new clients in your workflow with this automation. When a proposal is won in GoProposal, it will create or update a client in Pixie, ensuring all relevant client data is up-to-date and easily accessible. Stay organized and streamline your client onboarding process, so you can focus on delivering top-notch services.

When this happens...
Proposal Won
Triggers when a proposal is won.
TriggerInstant
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Create/Update Client
Create or update a client, based on the Client ID or the client's name already existing.
ActionWrite

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Supported triggers and actions

What does this mean?

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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- ClientRequired
- First NameRequired
- Last Name
- First and Last Name
- EmailRequired
- Contact ID
- Phone Number
- Job Title
- Greeting
Action
Write

- JobRequired
Action
Write
- First NameRequired
- Last NameRequired
- EmailRequired
Action
Write

- Id
- Name
Action
Search

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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- ClientRequired
- TemplateRequired
Action
Write
- NameRequired
- Client ID
- Client ManagerRequired
- 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
- ClientRequired
- Job NameRequired
- Job Template
- DeadlineRequired
- AssigneeRequired
Action
Write
- EmailRequired
Action
Search