Plumsail Documents + Pixifi Integrations
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Contract Signed and Accepted
Triggers when a Contract is signed and Accepted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Specific Custom TriggerRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Specific Custom TriggerRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Event Type
Optionally select an Event type to trigger this Zap. The Zap will only run for this specific Event type.
Event Status
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Brand
Choose which Brand of Lead to Receive.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Brand
Choose which Brand of Client to Receive.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Expense Category
Optionally select an Expense category to trigger this Zap. The Zap will only run for this specific Expense category. (this is helpful if you only want to receive the data when certain expenses like "Office Supplies" or "Marketing Materials" have been entered).
Brand
Choose which Brand of Payment to Receive.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Brand
Choose which Brand of Lead to Receive.
Date Is Already Booked?
You can filter whether this Zapi should continue if the Lead Date is already booked or not.
Another Lead Has Same Date
You can filter whether this Zap continues or not based on if another Lead has the same date as this current Lead or not.
Event Type
If you only want certain Leads to be sent by "Event Type" you can filter by that Event Type here.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Task Category
Only Tasks that have this Category assigned to them will send into Zapier.
Assigned To
Optionally select who this Task is assigned to, to trigger this Zap. The Zap will only run for this specific Staff Member selected.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Product Type
Optionally select a Product type to trigger this Zap. The Zap will only run for this specific Product type.
Product Status
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Brand
Choose which Brand of Proposal.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Questionnaire Answered
Triggers when a Questionnaire is filled out completely and submitted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Task Category
Only Tasks that have this Category assigned to them will send into Zapier.
Assigned To
Optionally select who this Task is assigned to, to trigger this Zap. The Zap will only run for this specific Staff Member selected.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Event DateRequired
Event TypeRequired
Client's Name
Event Name
Event End Date
Event Start Time
Event End Time
Event Arrival Time
Notes
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Expense Date
Expense Amount
Expense Description
Expense Category
Expense Bank Account Name
Expense Receipt Image URL
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Email Address
To find the lead to attach this file to, we just need their Email address.
Phone Number
File Name
File Link/UrlRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Brand
Project Type
Project Name
Start Date
Primary Contact(s)
You can set up to 2 primary contacts for your Lead.
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
This is usually the 2nd line in an address field for extra information like Apt #, Suite #, etc...
Primary Mailing City
Primary Mailing State/Province
Primary Mailing Zip Code/Postal
Primary Mailing Country
Referred By
Notes
Custom Fields (Advanced)
This is an advanced field... To use this field properly, you will want to retrieve all of your custom field tokens from an Event Email Template. Then list them all out in this field followed by a colon ":" and then the actual value from whatever app you're using to send the value to Pixifi.
It should look something like this:
{cf:13551:yourpostcodeplease}: the value from ZapierEach token + value should be on a new line.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.BrandRequired
Payment TypeRequired
Payment AmountRequired
The amount of how much was received in this specific payment
Payment Received DateRequired
Transaction IDRequired
The ID of this particular transaction from your payment merchant. If this is a cash or check payment, just enter "cash" or the Check # if a check.
Due Date (optional)
Fee Amount
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Task TitleRequired
Task Due DateRequired
Task Assigned To
Task Notes/Description
Task Category
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.First Name
Last Name
Email Address
ActionThis is an event a Zap performs.SearchFind existing data in your appFirst Name
Last Name
Email Address
ActionThis is an event a Zap performs.SearchFind existing data in your app
Process NameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Specific Custom TriggerRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Specific Custom TriggerRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Time Before (Unit Type)Required
Hours, Days.
Event Type
If you only want certain Events by "Event Type" to notify you can filter by that Event Type here.
Brand
If you only want certain Events by "Brand" to notify you can filter by that Brand here.
Time BeforeRequired
How long before the Event you want us to trigger.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planBrand
Choose which Brand of Payment to Receive.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Lead Status
Event Type
Optionally select an Event type to trigger this Zap. The Zap will only run for this specific Event type.
Brand
Choose which Brand of Lead to Receive.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Event Type
Optionally select an Event type to trigger this Zap. The Zap will only run for this specific Event type.
Brand
Optionally Choose which Brand of Event to Receive.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Brand
Choose which Brand of Invoice to filter to.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Project Type
Optionally select a Project type to trigger this Zap. The Zap will only run for this specific Project type.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Payment Type
Optionally select a Payment type to trigger this Zap. The Zap will only run for this specific Payment type. (this is helpful if you only want to receive the data when let's say a Square or Stripe payment is made, but ignore all of the others, cash,check,etc).
Brand
Choose which Brand of Payment to Receive.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Project Type
Optionally select a Project type to trigger this Zap. The Zap will only run for this specific Project type.
Project Status
Brand
Choose which Brand of Project to Receive.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Brand
Choose which Brand of Proposal.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Notification Type
Optionally select the type of notification that will trigger this Zap. The Zap will only run for the specific type of notification selected.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.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)
You can set up to 2 primary contacts for your Client.
Primary Mailing Address
Primary Mailing Address 1
This is usually the 2nd line in an address field for extra information like Apt #, Suite #, etc...
Primary Mailing City
Primary Mailing State/Province
Primary Mailing Zip Code/Postal
Primary Mailing Country
Notes
Company Name
Primary Birthday
Client Category
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.The Event IDRequired
Event Status
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Invoice TypeRequired
The type of Invoice to create.
Due DateRequired
This is the date that the Invoice balance must be paid in full.
Invoice Subject/TitleRequired
This is the Invoice's subject that is displayed to the client.
Issue Date (Created on Date)
This is the date that the Invoice was created.
Custom Invoice ID
This is the InvoiceID generated from your other software.
PO Number (Purchase Order)
If there is a Purchase Order Number, you can track that here as well.
Tax Rate 1
This is the numerical percentage for the tax rate 1 field.
Tax Profile (For Tax Rate 1)
Select the Tax Profile to associate with this Invoice for Tax Rate 1.
Tax Rate 2
This is the numerical percentage for the tax rate 2 field.
Tax Profile (For Tax Rate 2)
Select the Tax Profile to associate with this Invoice for Tax Rate 2.
Tax Rate 3
This is the numerical percentage for the tax rate 3 field.
Tax Profile (For Tax Rate 3)
Select the Tax Profile to associate with this Invoice for Tax Rate 3.
Object Owner ID
This is the Event or Project's ID that it belongs to (or empty for "General Invoice").
Customer ID
This is the ID of the Customer that we want to link this new Invoice to!
Notes
Lineitem TypeRequired
This is the type of lineitem you're adding!
Lineitem Price
The price we should add PER item (let the Quantity field handle the full totaling).
Lineitem Is Taxable?
Should this lineitem charge tax?
Lineitem QuantityRequired
This is how many of the lineitem have been ordered.
Lineitem Description
This is a simple one-line description of what was ordered.
Lineitem Longer Description
This is the additional description or details you want to display under the main Description (itemize out what is included, give more information, etc).
Lineitem Cost
This is how much this item actually costs you (hidden from customer).
LIneitem Image Thumbnail URL
This is the link/URL to the thumbnail image for this item.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Brand
Event Name
Event Type
Event Date
Event Start Time
Event End Time
Event End Date
This is an optional field to capture the Event End Date for this Lead (but only if it is a Multi-day Lead).
Primary Contact(s)
You can set up to 2 primary contacts for your Lead.
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
This is usually the 2nd line in an address field for extra information like Apt #, Suite #, etc...
Primary Mailing City
Primary Mailing State/Province
Primary Mailing Zip Code/Postal
Primary Mailing Country
Referred By
Notes
Custom Fields (Advanced)
This is an advanced field... To use this field properly, you will want to retrieve all of your custom field tokens from an Event Email Template. Then list them all out in this field followed by a colon ":" and then the actual value from whatever app you're using to send the value to Pixifi.
It should look something like this:
{cf:13551:yourpostcodeplease}: the value from ZapierEach token + value should be on a new line.
Google Click Identifier (gclid)
You can pass in the parameter to track the GCLID for this specific lead
3rd Party Lead Form Submission Idempotency Key
This Idempotency Key field will allow Pixifi to track the unique ID of each form submission from your 3rd party lead submission form, so that the ID can be passed to vendors like Facebook Ad's pixel solutions, etc...
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.The Lead IDRequired
Lead Status
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Project NameRequired
Project Type
Project Start Date
Project Client
Project Status
Project Notes
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Client's IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appEvent Type NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appFirst 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)
You can set up to 2 primary contacts for your Client.
Primary Mailing Address
Primary Mailing Address 1
This is usually the 2nd line in an address field for extra information like Apt #, Suite #, etc...
Primary Mailing City
Primary Mailing State/Province
Primary Mailing Zip Code/Postal
Primary Mailing Country
Notes
Company Name
Primary Birthday
Client Category
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
How to connect Plumsail Documents + Pixifi
- Step 1: Authenticate Plumsail Documents and Pixifi.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.
About Plumsail Documents
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