For workspace admins only

To configure integrations with Companies House or Zapier, click Settings across the top, and open the Integrations tab.

For integration with Companies House (UK firms only), once you activate the connection, you can search for clients by their registration number.

Once your integration is set up, you can import clients from Companies House, and update dates for clients.

For Zapier integration, the provided API key and account name will be needed. Once Zapier is integrated, you can also integrate other platforms into Pixie, such as GoProposal and Practice Ignition.

See also: