Ignition + Pixie

Create or update Pixie clients when new Ignition services are accepted by clients

Effortlessly manage your client data with this streamlined workflow. When a service is accepted by a client in the Ignition app, this automation will create or update the same client details in the Pixie app, ensuring accurate and up-to-date information across both platforms. Save time and stay organized as you seamlessly connect your business applications.

Effortlessly manage your client data with this streamlined workflow. When a service is accepted by a client in the Ignition app, this automation will create or update the same client details in the Pixie app, ensuring accurate and up-to-date information across both platforms. Save time and stay organized as you seamlessly connect your business applications.

  1. When this happens...
    IgnitionIgnition
    Service Accepted by Client

    Triggers for each service in an accepted proposal. As an example, if a client accepts a proposal containing three services, this will trigger three times - once for each of the services.

    TriggerInstant
  2. automatically do this!
    PixiePixie
    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?
ignition logo
ignition logo

About Ignition

Ignition makes it simple to engage clients, get paid and run your business on autopilot. From impressive online proposals to automated engagement letters and payments, we free you up to focus on what matters most.
Learn more

Related categories

  • Proposal & Invoice Management

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pixie logo
pixie logo

About Pixie

Pixie is practice management for accountants and bookkeepers. Improve visibility, collaboration and automation for your team and clients.
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  • CRM (Customer Relationship Management)

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