We believe in the power of open platforms.
Through Zapier, you can connect your Pixie workspace to thousands of other cloud apps. Our integration lets you receive and send data, and trigger workflows in other systems. It helps you create a single source of truth for client data, keeping everything in sync.
From “none” to “as much as you’d like.'' Pixie was designed to get you started quickly. Once you connect Pixie to your inbox, you can create clients and jobs based on those emails. As you get more comfortable with the platform, you can explore our automations, customise templates, etc.
Yes, with Zapier you can further automate your practice so that, for example, when a proposal is accepted in Practice Ignition, a client is created in Pixie and a Client Onboarding job is started.
Yes, Pixie also tracks email you send using other email apps, ensuring they are logged in the right clients and jobs.
Whenever the details of a client or a contact are updated in Pixie you can use Zapier to update the corresponding records in other systems like Mailchimp or Xero. With this, you change the client details in one place and get it updated everywhere without additional effort.
Yes. Pixie’s default behaviour is to calculate a deadline based on the duration of a task or a job. You can always change it, or simply put the job on snooze for another time.