Pixifi + Zoho CRM

Create Zoho CRM modules for every new client in Pixifi

Start managing your new clients efficiently as soon as they register on Pixifi. This workflow creates a module entry in Zoho CRM every time there's a new client in Pixifi. By connecting both platforms, you can ensure all your client data is up-to-date in your CRM system, saving you time and eliminating manual data entry from your daily tasks. This seamless integration enhances your productivity levels and allows you to focus on nurturing relationships with your new clients.

When this happens...
New Client
Triggers when a new Client is created in Pixifi.
TriggerInstant
automatically do this!
Create Module Entry
Creates a new entry in a module
ActionWrite

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Supported triggers and actions

What does this mean?

Contract Signed and Accepted
Triggers when a Contract is signed and Accepted.
Trigger
Instant
Try It
- Specific Custom TriggerRequired
Trigger
Instant
Try It
- Specific Custom TriggerRequired
Trigger
Instant
Try It
- Event Type
- Event Status
Trigger
Instant
Try It
- Brand
Trigger
Instant
Try It

- Brand
Trigger
Instant
Try It
- Expense Category
- Brand
Trigger
Instant
Try It

- Brand
- Date Is Already Booked?
- Another Lead Has Same Date
- Event Type
Trigger
Instant
Try It
- Task Category
- Assigned To
Trigger
Instant
Try It
- Product Type
- Product Status
Trigger
Instant
Try It
- Brand
Trigger
Instant
Try It
Questionnaire Answered
Triggers when a Questionnaire is filled out completely and submitted.
Trigger
Instant
Try It
- Task Category
- Assigned To
Trigger
Instant
Try It
- 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
New Contact
Triggers when a new contact is created. If you are on a paid plan for the Zoho CRM then it is advisable to use New Module Entry (Instant) trigger.
Trigger
Scheduled
Try It
- ModuleRequired
Trigger
Instant
Try It
New or Updated Lead
Triggers when a new lead is added or modified in Zoho. If you are on a paid plan for the Zoho CRM then it is advisable to use New/Updated Module Entry (Instant) trigger.
Trigger
Scheduled
Try It
New User
Triggers when a new active user is added to your Zoho CRM account.
Trigger
Scheduled
Try It
- ModuleRequired
- Entry IDRequired
- File name
- Attchment FileRequired
Action
Write
- LeadRequired
- Notify lead owner
- Notify new entity owner
- Account ID
- Overwrite
- Contact ID
- Assign to
Action
Write
- ModuleRequired
- LayoutRequired
- Entry IDRequired
- Trigger
Action
Write
- ModuleRequired
- LayoutRequired
- Trigger
- duplicate check fields
Action
Write
- ModuleRequired
- Field nameRequired
- ValueRequired
Action
Search
- E-mailRequired
- LayoutRequired
- Trigger Workflow?
Action
Search or write

- Specific Custom TriggerRequired
Trigger
Instant
Try It
- Specific Custom TriggerRequired
Trigger
Instant
Try It
- Time Before (Unit Type)Required
- Event Type
- Brand
- Time BeforeRequired
Trigger
Scheduled
Try It
- Brand
Trigger
Instant
Try It
- Lead Status
- Event Type
- Brand
Trigger
Instant
Try It
- Event Type
- Brand
Trigger
Instant
Try It
- Brand
Trigger
Instant
Try It
- Project Type
Trigger
Instant
Try It
- Payment Type
- Brand
Trigger
Instant
Try It
- Project Type
- Project Status
- Brand
Trigger
Instant
Try It
- Brand
Trigger
Instant
Try It
- Notification Type
Trigger
Instant
Try It
- 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
New Lead
Triggers when a new lead is created. If you are on a paid plan for the Zoho CRM then it is advisable to use New Module Entry (Instant) trigger.
Trigger
Scheduled
Try It
New or Updated Contact
Triggers when a new contact is added or modified in Zoho. If you are on a paid plan for the Zoho CRM then it is advisable to use New/Updated Module Entry (Instant) trigger.
Trigger
Scheduled
Try It
- ModuleRequired
Trigger
Instant
Try It
- ModuleRequired
Trigger
Instant
Try It
- ModuleRequired
- Entry IDRequired
- TagsRequired
Action
Write
- ModuleRequired
- LayoutRequired
- Trigger
Action
Write
- ModuleRequired
- Entry IDRequired
- Related ModuleRequired
- Related Entry IDRequired
Action
Write
- Api Docs Info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- E-mailRequired
- LayoutRequired
- Trigger Workflow?
Action
Search or write
- ModuleRequired
- Field nameRequired
- ValueRequired
- LayoutRequired
- Trigger
Action
Search or write

About Pixifi

Pixifi is a business management app for creative professionals.

Learn more

Related categories

Event Management

About Zoho CRM

Zoho CRM is a web-based CRM designed to attract, retain, and satisfy customers to grow your business.

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By team

Pixifi + Zoho CRM

Create Zoho CRM modules for every new client in Pixifi

Contract Signed and Accepted

Lead Workflow Custom Trigger

Project Workflow Custom Trigger

Specific Custom TriggerRequired

Event Switches Status

Event Type

Event Status

Lead Converted

Brand

New Client

Brand

Expense Is Created

Expense Category

Brand

New Lead

Brand

Date Is Already Booked?

Another Lead Has Same Date

Event Type

New Task

Task Category

Assigned To

Product Switches Status

Product Type

Product Status

Proposal Accepted

Brand

Questionnaire Answered

Task Completed

Task Category

Assigned To

Create Event

Event DateRequired

Event TypeRequired

Client's Name

Event Name

Event End Date

Event Start Time

Event End Time

Event Arrival Time

Notes

Create Expense

Expense Date

Expense Amount

Expense Description

Expense Category

Expense Bank Account Name

Expense Receipt Image URL

Attach Document to Lead

Email Address

Phone Number

File Name

File Link/UrlRequired

Create "Project" Type Lead

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