GoProposal + Pixie

Create clients and start jobs in Pixie for new won proposals in GoProposal

Looking to automate and streamline your client onboarding process? This Zapier automation will create clients and start jobs in Pixie once a new proposal is won in GoProposal.

When this happens...
Proposal Won
Triggers when a proposal is won.
TriggerInstant
automatically do this...
Create/Update Client
Create or update a client, based on the Client ID or the client's name already existing.
ActionWrite
then do this!
Start Job
Starts a new job.
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
Try It
- 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