Pixifi + Zoho Books

Create new Zoho Books sales invoices when new Pixifi invoices are generated

Save time and reduce manual entry with this workflow that connects Pixifi and Zoho Books. When a new invoice is created in Pixifi, a corresponding sales invoice will instantly generate in Zoho Books. This automation ensures your financial data remains consistent across both platforms, enhancing efficiency and data accuracy.

When this happens...
New Invoice
Triggers when a New Invoice is sent in Pixifi. (invoices that are marked as in Draft won't be sent).
TriggerInstant
automatically do this!
Create Sales Invoice
Creates a new sales invoice.
ActionWrite

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Supported triggers and actions

Contract Signed and Accepted
Triggers when a Contract is signed and Accepted.
Trigger
Instant
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- Specific Custom TriggerRequired
Trigger
Instant
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- Specific Custom TriggerRequired
Trigger
Instant
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- Event Type
- Event Status
Trigger
Instant
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- Brand
Trigger
Instant
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- Brand
Trigger
Instant
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- Expense Category
- Brand
Trigger
Instant
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- Brand
- Date Is Already Booked?
- Another Lead Has Same Date
- Event Type
Trigger
Instant
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- Task Category
- Assigned To
Trigger
Instant
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- Product Type
- Product Status
Trigger
Instant
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- Brand
Trigger
Instant
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Questionnaire Answered
Triggers when a Questionnaire is filled out completely and submitted.
Trigger
Instant
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- Task Category
- Assigned To
Trigger
Instant
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- Event DateRequired
- Event TypeRequired
- Client's Name
- Event Name
- Event End Date
- Event Start Time
- Event End Time
- Event Arrival Time
- Notes
Action
Write
- Expense Date
- Expense Amount
- Expense Description
- Expense Category
- Expense Bank Account Name
- Expense Receipt Image URL
Action
Write
- Email Address
- Phone Number
- File Name
- File Link/UrlRequired
Action
Write
- Brand
- Project Type
- Project Name
- Start Date
- Primary Contact(s)
- Full Name (First and Last)
- First Name
- Last Name
- Email Address
- Email Address Opt-In
- Alternate Email Address
- Alternate Email Address Opt-In
- Phone
- Mobile Phone
- Mobile Phone Opt-In
- Contact #2 Full Name (F & L)
- Contact #2 First Name
- Contact #2 Last Name
- Contact #2 Email Address
- Contact #2 Email Address Opt-In
- Contact #2 Alternate Email
- Contact #2 Alt Email Opt-In
- Contact #2 Phone
- Contact #2 Mobile Phone
- Contact #2 Mobile Phone Opt-In
- Primary Mailing Address
- Primary Mailing Address 1
- Primary Mailing City
- Primary Mailing State/Province
- Primary Mailing Zip Code/Postal
- Primary Mailing Country
- Referred By
- Notes
- Custom Fields (Advanced)
Action
Write
- BrandRequired
- Payment TypeRequired
- Payment AmountRequired
- Payment Received DateRequired
- Transaction IDRequired
- Due Date (optional)
- Fee Amount
Action
Write
- Task TitleRequired
- Task Due DateRequired
- Task Assigned To
- Task Notes/Description
- Task Category
Action
Write
- First Name
- Last Name
- Email Address
Action
Search
- First Name
- Last Name
- Email Address
Action
Search
- OrganizationRequired
Trigger
Instant
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- OrganizationRequired
Trigger
Instant
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- OrganizationRequired
Trigger
Instant
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- Organization NameRequired
- Customer NameRequired
- Estimate Number
- Date
- Expiry Date
- NameRequired
- RateRequired
- QuantityRequired
- Discount
- Description
- Exchange Rate
- Estimate Notes
- Send
- Estimate Terms
- Shipping Charge
Action
Write
- OrganizationRequired
- Item NameRequired
- Description
- Rate
- Tax Percentage
- Inventory Tracking Enabled in Organization
Action
Write
- OrganizationRequired
- Invoice NumberRequired
Action
Search

- Specific Custom TriggerRequired
Trigger
Instant
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- Specific Custom TriggerRequired
Trigger
Instant
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- Time Before (Unit Type)Required
- Event Type
- Brand
- Time BeforeRequired
Trigger
Polling
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- Brand
Trigger
Instant
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- Lead Status
- Event Type
- Brand
Trigger
Instant
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- Event Type
- Brand
Trigger
Instant
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- Brand
Trigger
Instant
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- Project Type
Trigger
Instant
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- Payment Type
- Brand
Trigger
Instant
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- Project Type
- Project Status
- Brand
Trigger
Instant
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- Brand
Trigger
Instant
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- Notification Type
Trigger
Instant
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- Full Name (First and Last)
- First Name
- Last Name
- Email Address
- Alternate Email Address
- Phone
- Mobile Phone
- #2 Full Name (First and Last)
- #2 First Name
- #2 Last Name
- #2 Email Address
- #2 Alternate Email Address
- #2 Phone
- #2 Mobile Phone
- Primary Contact(s)
- Primary Mailing Address
- Primary Mailing Address 1
- Primary Mailing City
- Primary Mailing State/Province
- Primary Mailing Zip Code/Postal
- Primary Mailing Country
- Notes
- Company Name
- Primary Birthday
- Client Category
Action
Write
- The Event IDRequired
- Event Status
Action
Write
- Invoice TypeRequired
- Due DateRequired
- Invoice Subject/TitleRequired
- Issue Date (Created on Date)
- Custom Invoice ID
- PO Number (Purchase Order)
- Tax Rate 1
- Tax Profile (For Tax Rate 1)
- Tax Rate 2
- Tax Profile (For Tax Rate 2)
- Tax Rate 3
- Tax Profile (For Tax Rate 3)
- Object Owner ID
- Customer ID
- Notes
- Lineitem TypeRequired
- Lineitem Price
- Lineitem Is Taxable?
- Lineitem QuantityRequired
- Lineitem Description
- Lineitem Longer Description
- Lineitem Cost
- LIneitem Image Thumbnail URL
Action
Write
- Brand
- Event Name
- Event Type
- Event Date
- Event Start Time
- Event End Time
- Event End Date
- Primary Contact(s)
- Full Name (First and Last)
- First Name
- Last Name
- Email Address
- Email Address Opt-In
- Alternate Email Address
- Alternate Email Address Opt-In
- Phone
- Mobile Phone
- Mobile Phone Opt-In
- Contact #2 Full Name (F & L)
- Contact #2 First Name
- Contact #2 Last Name
- Contact #2 Email Address
- Contact #2 Email Address Opt-In
- Contact #2 Alternate Email
- Contact #2 Alt Email Opt-In
- Contact #2 Phone
- Contact #2 Mobile Phone
- Contact #2 Mobile Phone Opt-In
- Primary Mailing Address
- Primary Mailing Address 1
- Primary Mailing City
- Primary Mailing State/Province
- Primary Mailing Zip Code/Postal
- Primary Mailing Country
- Referred By
- Notes
- Custom Fields (Advanced)
- Google Click Identifier (gclid)
- 3rd Party Lead Form Submission Idempotency Key
Action
Write
- The Lead IDRequired
- Lead Status
Action
Write
- Project NameRequired
- Project Type
- Project Start Date
- Project Client
- Project Status
- Project Notes
Action
Write
- Client's IDRequired
Action
Search
- Event Type NameRequired
Action
Search
- First Name
- Last Name
- Email Address
- Full Name (First and Last)
- First Name
- Last Name
- Email Address
- Alternate Email Address
- Phone
- Mobile Phone
- #2 Full Name (First and Last)
- #2 First Name
- #2 Last Name
- #2 Email Address
- #2 Alternate Email Address
- #2 Phone
- #2 Mobile Phone
- Primary Contact(s)
- Primary Mailing Address
- Primary Mailing Address 1
- Primary Mailing City
- Primary Mailing State/Province
- Primary Mailing Zip Code/Postal
- Primary Mailing Country
- Notes
- Company Name
- Primary Birthday
- Client Category
Action
Search or write
- OrganizationRequired
Trigger
Instant
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- Status
- OrganizationRequired
Trigger
Instant
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- OrganizationRequired
- PAN Number
- GSTIN or UIN
- GST Treatment
- Place of Contact
- Contact NameRequired
- Company Name
- First Name
- Last Name
- Email
- Website
- Phone
- Mobile
- Billing Address Address
- Billing Address City
- Billing Address Zip
- Billing Address State
- Billing Address Country
- Billing Address Fax
- Shipping Address Address
- Shipping Address City
- Shipping Address State
- Shipping Address Country
- Shipping Address Fax
- Shipping Address Zip
- Payment Terms
- Notes
- Vat Treatment
- Tax Treatment
- TRN Number
- Place of Supply
Action
Write
- OrganizationRequired
- Customer NameRequired
- Invoice Number
- Invoice Date
- Due Date
- Payment Terms
- Discount
- Exchange Rate
- Item NameRequired
- Description
- QuantityRequired
- RateRequired
- Discount ($)
- Payment Options
- Shipping Charge
- Adjustment
- Allow Partial Payment
- Notes
- Send
- VAT Treatment
- Tax Treatment
- Reference Number
Action
Write
- Api Docs Info
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write

About Pixifi

Pixifi is a business management app for creative professionals.

Learn more

Related categories

Event Management

About Zoho Books

Zoho Books is cloud-based accounting software in which you can record, audit and analyze all financial transactions easily. With secure data storage, easy navigation and customizable features, Zoho Books provide a head start in accounting for small businesses.

Pixifi + Zoho Books

Create new Zoho Books sales invoices when new Pixifi invoices are generated

Contract Signed and Accepted

Lead Workflow Custom Trigger

Project Workflow Custom Trigger

Event Switches Status

Lead Converted

New Client

Expense Is Created

New Lead

New Task

Product Switches Status

Proposal Accepted

Questionnaire Answered

Task Completed

Create Event

Create Expense

Attach Document to Lead

Create "Project" Type Lead

Create Payment

Create Task

Find Client by Info

Find Staff Member by Info

New Customer

New Expense

New Item

Create Estimate

Create Item

Find Invoice

Event Workflow Custom Trigger

Product Workflow Custom Trigger

Event Start

Invoice Fully Paid

Lead Switches Status

New Event

New Invoice

New Project

Payment Is Paid

Project Switches Status

Proposal Sent

System Notification

Create Client

Switch Event Status

Create Invoice

Create Lead

Switch Lead Status

Create Project

Find Client by ID

Find Event Type by Name

Find or Create a new Client

New Estimate

New Sales Invoice

Create Customer

Create Sales Invoice

API Request (Beta)

About Pixifi

Related categories

About Zoho Books

Related categories