Integrate Pixie with Retently

Trigger NPS/CSAT surveys after completing accounting services or projects, sync client contact details and service history, and use feedback scores to improve service offerings and client communication strategies.

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About Pixie

Pixie is a practice management tool for accountants and bookkeepers, enhancing visibility, collaboration, and automation for teams and clients.

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Pixie to Retently

1

Job Assigned

Triggers when a job is assigned or reassigned to a team member.
2

Job Started

Triggers when a job starts.
3

Contact Created/Updated

Triggers when a contact is created or updated.
4

Job Finished

Triggers when all tasks of a job are completed.
5

Client Created/Updated

Triggers when a new client is created or updated in Pixie.
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Retently to Pixie

1

Add Recurring Task to Client

Creates a recurring task using the default template recurrence settings.
2

Create/Update Client

Creates or updates a client based on the Client ID or the client's name already existing.
3

Start Job

Starts a new job.
4

Find Contact

Finds an existing contact.
5

Add/Update Contact to Client

Creates or updates a contact based on the contact ID or the contact's email already existing.
6

Complete Job

Marks an entire job as completed.
7

Invite New User

Sends an invitation to a team member to join a workspace on Pixie.
8

Find Client

Finds an existing client based on the name or ID. If neither is provided, returns all clients.

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