Collect Truss documents and e-signatures from any page
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"PixieBrix has solved one of our hardest operational problems - streamlining communication & product updates across support teams. Tracking and keeping everyone in the loop has yielded better agent performance, customer satisfaction & taken a huge burden off management."

Thatcher Foster

VP, Client Solutions

Top reasons to automate Truss in the browser
Trigger Truss document requests in one click from any client record in your practice management or tax software
Display Truss document submission status as an overlay inside your tax platform or CRM without tab switching
Auto-fill Truss request forms with client data extracted from the page you are already viewing
Send automated follow-up reminders to clients with pending Truss submissions without leaving your current workflow
AI Copilot in the sidebar can draft client communication for outstanding document requests based on the current record
Unlike Zapier background automations, PixieBrix acts in real time in the browser where your team works
Integrate Truss with 3000+ apps
Featured
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Datadog monitors infrastructure, applications, logs, metrics, and performance.
Microsoft Teams enables chat, meetings, and team collaboration.
Slack is the central hub for team communication and collaboration.
Google Drive is Google’s cloud-based file storage and collaboration platform that allows individuals and teams to securely store, access, and co-edit documents, spreadsheets, and files from any device.
Freshdesk manages customer support tickets, SLAs, and conversations.
Intercom manages customer conversations across chat, email, and messaging.

Don’t see the integration you’re looking for? Check out our popular integrations.

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Truss frustrations that cost your team hours every week
  • Switching between Truss and tax or accounting software to check which clients have completed document submissions
  • Manually copying client information from a tax platform into Truss file requests, adding risk of data entry errors
  • No way to trigger a Truss document request directly from a client record in another web app
  • Operations staff must open Truss separately to check outstanding document statuses while reviewing client files in other tools
  • Repetitive manual updates needed to reflect Truss submission status in practice management or CRM tools
  • Lack of automation for following up with clients who have not completed document submissions

Chat with AI to create your first custom workflow

Look up this client's Truss document submission status and display it in a sidebar card
Check Submission
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Extract the client name and email from this page and initiate a Truss file request for their tax documents
Send Request
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This client has not completed their Truss document submission — draft a polite follow-up email reminding them to submit outstanding files
Draft Follow-Up
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Fetch the Truss submission status for this client and update the corresponding field in the practice management record
Log Status
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Summarize all outstanding Truss document requests for clients shown on this page so I can prioritize follow-ups
Outstanding List
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Use the client details on this page to pre-fill a new Truss secure file request form
Pre-Fill Request Form
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Frequently Asked Questions

PixieBrix is designed for teams that want to move faster without heavy engineering effort. It is commonly used by support teams, operations teams, product teams, and technical teams who need to connect tools, reduce manual work, and ensure the right information reaches the right people at the right time.

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PixieBrix is a browser-based automation platform that lets you customize how the tools you already use work together. It allows teams to add context, automate workflows, and create guided experiences across apps like support tools, internal dashboards, and SaaS products without building or maintaining custom integrations.

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PixieBrix works by layering automation directly into the browser. It can read data from the page you are viewing, connect to APIs, and trigger actions like sending messages, filling forms, or enriching data in real time. This lets teams automate workflows exactly where work is already happening.

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2026 PixieBrix, Inc.