Add or update client contacts with new submissions in Pixie
Effortlessly manage your client contacts in Pixie by integrating with Jotform. This automation ensures that new submissions received through Jform are seamlessly added or updated in your client contacts in Pixie, enhancing visibility and collaboration within your accounting team.
Update client contacts in Pixie with Jform submissions
Keep your client contact information up to date in Pixie by integrating with Jform submissions. This integration allows for seamless addition or update of client contacts in Pixie whenever new submissions are received through Jotform.
When this happens...
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A user submits a new form entry
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Add/Update Contact to Client
The client contact in Pixie is added or updated with the new form submission