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 InvoiceTriggers 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 InvoiceCreates a new sales invoice.
ActionWrite

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More things you can do with Pixifi and Zoho Books

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Contract Signed and Accepted
Triggers when a Contract is signed and Accepted.
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- Brand
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- Brand
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- Brand
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- Another Lead Has Same Date
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- Product Type
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Questionnaire Answered
Triggers when a Questionnaire is filled out completely and submitted.
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- Task Category
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- Event Date
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- Event Type
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- Client's Name
- Event Name
- Event End Date
- Event Start Time
- Event End Time
- Event Arrival Time
- Notes
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- Expense Date
- Expense Amount
- Expense Description
- Expense Category
- Expense Bank Account Name
- Expense Receipt Image URL
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- Email Address
- Phone Number
- File Name
- File Link/Url
  Required
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- 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
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- 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
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- Brand
  Required
- Payment Type
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- Payment Amount
  Required
- Payment Received Date
  Required
- Transaction ID
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- Due Date (optional)
- Fee Amount
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- Task Title
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- Task Due Date
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- Task Assigned To
- Task Notes/Description
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- First Name
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- Organization Name
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- Customer Name
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- Estimate Number
- Date
- Expiry Date
- Name
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- Rate
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- Quantity
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- Discount
- Description
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- Organization
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- Item Name
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- Description
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- Inventory Tracking Enabled in Organization
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- Invoice Number
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- Specific Custom Trigger
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- Time Before
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- Brand
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- Notification Type
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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 ID
  Required
- Event Status
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Write
- Invoice Type
  Required
- Due Date
  Required
- Invoice Subject/Title
  Required
- 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 Type
  Required
- Lineitem Price
- Lineitem Is Taxable?
- Lineitem Quantity
  Required
- 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
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- The Lead ID
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- Project Name
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- Client's ID
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- Event Type Name
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Search
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- Full Name (First and Last)
- First Name
- Last Name
- Email Address
- Alternate Email Address
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- #2 Full Name (First and Last)
- #2 First Name
- #2 Last Name
- #2 Email Address
- #2 Alternate Email Address
- #2 Phone
- #2 Mobile Phone
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- Primary Mailing Address
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- Primary Mailing City
- Primary Mailing State/Province
- Primary Mailing Zip Code/Postal
- Primary Mailing Country
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Search or write
- Organization
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- Status
- Organization
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- GSTIN or UIN
- GST Treatment
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- Email
- Website
- Phone
- Mobile
- Billing Address Address
- Billing Address City
- Billing Address Zip
- Billing Address State
- Billing Address Country
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About Pixifi

Pixifi is a business management app for creative professionals.

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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.

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Accounting

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