Integrate Pixie with Ignition to automate your work

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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

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Select a trigger from Pixie

A trigger is an event that starts your Zap and runs the workflow. For example, with Pixie, a trigger could be "Job Assigned."

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

Setup an action from Ignition

An action is what takes place after the automation is triggered. For example, with Ignition, the action could be "Create Client."

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

That’s it! You just connected Pixie to Ignition

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

Set up your first integration

Quickly connect Pixie to Ignition with a Zapier template.

Our most popular template

Update Pixie clients and start onboarding jobs with new proposals accepted in Ignition
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Ignition + Pixie
Create recurring tasks in Pixie for services included in a Ignition proposal
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Ignition + Formatter by Zapier + Filter by Zapier + 1 more
Create or update Pixie clients when new Ignition proposals are accepted
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Ignition + Pixie
Create or update Pixie clients when new Ignition services are accepted by clients
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Ignition + Pixie

Update Pixie clients and start onboarding jobs with new proposals accepted in Ignition

Ignition + Pixie

Create recurring tasks in Pixie for services included in a Ignition proposal

Ignition + Formatter by Zapier + Filter by Zapier + 1 more

Create or update Pixie clients when new Ignition proposals are accepted

Ignition + Pixie

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

Ignition + Pixie

Make work flow with AI

Level up your Pixie to Ignition integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

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Connect Pixie and Ignition to integrate crucial parts of your business

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Choose a Trigger

Start here

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.

Job Assigned
Triggers when a job is assigned or reassigned to a team member.
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Instant
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Job Started
Triggers when a job starts.
Trigger
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Contact Created/Updated
Triggers when a contact is created or updated.
Trigger
Instant
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- 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

Proposal Archived
Triggers when a proposal is archived. Does not work with Classic proposals.
Trigger
Instant
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Proposal Marked as Lost
Triggers when a proposal is marked as lost. Does not work with Classic proposals.
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Instant
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Proposal Revoked
Triggers when a proposal is revoked. Does not work with Classic proposals.
Trigger
Instant
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Classic Proposal State Changed
Triggers when a proposal's state changes. Only works with Classic proposals
Trigger
Instant
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- Client Name
  Required
- Default Contact Name
  Required
- Default Contact Email
  Required
- Default Contact Salutation
- Default Contact Addressee
- Default Contact Phone
- Default Contact Mobile
- Tags
- Notes
- Partner Email
- Manager Email
- Company Address Line
- Company Address City
- Company Address Region
- Company Address Post Code
- Company Address Country
- Company Postal Address Line
- Company Postal Address City
- Company Postal Address Region
- Company Postal Address Post Code
- Company Postal Address Country
Action
Write

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.
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Instant
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- 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
Proposal Accepted
Triggers when a proposal is accepted.
Trigger
Instant
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Proposal Completed
Triggers when a proposal is completed. Does not work with Classic proposals.
Trigger
Instant
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Proposal Moved to Awaiting Acceptance
Triggers when a draft proposal is moved to awaiting acceptance. Does not work with Classic proposals.
Trigger
Instant
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Proposal Saved as Draft
Triggers when a proposal is moved to draft state. Does not work with Classic proposals.
Trigger
Instant
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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.
Trigger
Instant
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About Pixie

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

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

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.

Related categories

Proposal & Invoice Management

Similar apps

Zoho Invoice

Proposal & Invoice Management, Zoho

Wave

Accounting

Qwilr

Proposal & Invoice Management

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