Pixie + Better Proposals Integrations
Put Pixie + Better Proposals to work with AI and enterprise-grade automation
4.9/5 on G2·
Google for Startups Accelerator
Workflows you can build between Pixie and Better Proposals
See the kind of workflows teams build with Pixie and Better Proposals below — describe the exact one you want above and the Agent builds it on demand.
Pixie + Better Proposals
When a new proposal is created in Better Proposals, sync client task requirements to Pixie.
Turn closed deals into client invoices
When a deal is marked won in Pixie, automatically create an invoice in Better Proposals so billing can start without delay.
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Update deal status when payments arrive
When a payment is received in Better Proposals, automatically update the deal stage in Pixie to keep sales reps informed of account standing.
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Sync client records between systems
When contact details are updated in Pixie, automatically sync the customer record in Better Proposals to maintain clean billing profiles.
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Browse the full workflow library →
Looking to achieve something else with Pixie and Better Proposals?
Just describe what you need — the Agent researches both APIs and builds the real automation on demand.
Try Knit FreeTriggers & actions for Pixie and Better Proposals
Everything Pixie and Better Proposals can do inside a workflow — the triggers that start one and the actions that run when it fires.
Pixie Explore Pixie →
Pixie is practice management and CRM software designed for accounting and bookkeeping professionals.
TriggersTriggers when a job is assigned or reassigned to a team member.
Triggers when all tasks of a job are completed.
Triggers when a job starts.
Triggers when a new client is created or updated in Pixie.
Triggers when a contact is created or updated.
Create or update a contact, based on the contact ID or the contact's email already existing.
Creates a recurring task using the default template recurrence settings.
Mark an entire Job as have been completed.
Create or update a client, based on the Client ID or the client's name already existing.
Sends an invitation on your behalf to a team member asking them to join a workspace on Pixie.
Starts a new job.
Better Proposals Explore Better Proposals →
Better Proposals is a proposal creation platform that helps businesses build, send, track, and accept online proposals and contracts.
TriggersTriggers when a new proposal is created.
Triggers when a proposal is opened.
Triggers when a proposal is paid.
Triggers when a proposal is sent.
Triggers when a proposal is signed.
Creates a new proposal.
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Actionstep
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Other Accounting apps on Knit
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AdminPulse
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Aero Workflow
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Alegra
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Aliaddo
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Anchor
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ArcSite
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Customer Stories
See how leading technology firms are scaling their operations
Amazing Product With Exceptional Support from the team. By using Knit we managed to speed up our development by orders of magnitude.
A brilliant tool to let you seamlessly integrate with many different systems. It is very easy to integrate with and customer support is next level.
Seamless integration experience. Well-documented, self-explanatory APIs, and excellent service and support.
Easy to integrate. Knit's dashboard is intuitive for setting up and testing integrations, and the sandbox is extremely useful during development.
Knit shipped a brand-new Timesheet API in a week and handed us a ready-to-use NetSuite sandbox. That velocity is priceless when you're running payroll in 40+ countries.
#1 in Ease of Integrations
4.9 out of 5 stars on G2
Common questions about Pixie + Better Proposals
Is there a pre-built Pixie + Better Proposals automation?
Not yet, but Knit's Integrations Agent can build one — describe what you want and it researches Pixie and Better Proposals's public API docs (or your own uploaded docs) and builds a working automation.
Does this require a pre-built Pixie or Better Proposals connector?
No. The Agent works whether or not Pixie or Better Proposals already has a pre-built connector in Knit's catalog — it researches the real API surface either way.
How long does it take to build?
Minutes to build a first working version, not weeks — you test it against real data before it goes anywhere near production.
How does linking Better Proposals and Pixie streamline the sales-to-finance handoff?
Closing a deal in Pixie can instantly create an invoice in Better Proposals, eliminating manual keying and speeding up revenue collection.
Can payment notifications in Better Proposals update deal stages in Pixie?
Yes, when a customer settles an invoice in Better Proposals, the corresponding deal stage in Pixie can automatically update to reflect a completed transaction.