Microsoft Excel + Pixifi

Add rows in Microsoft Excel when Pixifi invoices are fully paid

Stay on top of your financial records with this Pixifi to Microsoft Excel workflow. When an invoice is paid in full in Pixifi, a new row will be added to your Microsoft Excel spreadsheet. This automation provides a convenient way to track your payments, allowing you to efficiently maintain your financial records without having to manually update your spreadsheet.

When this happens...
Invoice Fully Paid
Triggers when an Invoice is marked as "PAID" in Pixifi (either manually or automatically by checkout).
TriggerInstant
automatically do this!
Add Row
Adds a new row to the end of a worksheet.
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
- Plan Restrictions
- Storage Source
- Folder
- WorkbookRequired
- WorksheetRequired
Trigger
Polling
Try It
- Plan Restrictions
- Storage Source
- Folder
- WorkbookRequired
Trigger
Polling
Try It
- Plan Restrictions
- Storage Source
- Folder
- WorkbookRequired
- WorksheetRequired
Action
Write
- Plan Restrictions
- Storage Source
- Folder
- WorkbookRequired
- WorksheetRequired
- TableRequired
Action
Write
- Plan Restrictions
- Storage Source
- Folder
- WorkbookRequired
- Worksheet NameRequired
- Column Headers
Action
Write
- Plan Restrictions
- Storage Source
- Folder
- WorkbookRequired
- WorksheetRequired
- Lookup ColumnRequired
- Lookup ValueRequired
Action
Search
- Plan Restrictions
- Storage Source
- Folder
- WorkbookRequired
- WorksheetRequired
- Lookup ColumnRequired
- Lookup ValueRequired
Action
Search or write

- 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
- Plan Restrictions
- Storage Source
- Folder
- WorkbookRequired
- WorksheetRequired
- TableRequired
Trigger
Polling
Try It
- Plan Restrictions
- Storage Source
- Folder
- WorkbookRequired
- WorksheetRequired
- Trigger Column
Trigger
Polling
Try It
- Plan Restrictions
- Storage Source
- Folder
- WorkbookRequired
- WorksheetRequired
Action
Write
- Plan Restrictions
- Storage Source
- Folder
- TitleRequired
- Column Headers
- Zap Step Id
Action
Write
- Plan Restrictions
- Storage Source
- Folder
- WorkbookRequired
- WorksheetRequired
- RowRequired
Action
Write
- Plan Restrictions
- Storage Source
- Folder
- WorkbookRequired
- Worksheet NameRequired
Action
Search
- Plan Restrictions
- Storage Source
- Folder
- WorkbookRequired
- Worksheet NameRequired
- Column Headers
Action
Search or write

About Microsoft Excel

Microsoft's Excel is a spreadsheet application used by millions of users across the world. It is part of the Office ecosystem and is considered the industry standard for spreadsheets. Only files on OneDrive for Business (available with Office 365 and Sharepoint server) are supported at this time with Zapier.

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Related categories

Similar apps

About Pixifi

Pixifi is a business management app for creative professionals.

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Related categories

Event Management

Related Zap Templates

Add rows in Microsoft Excel when new payments are paid in Pixifi

Related Zap Templates

Add rows in Microsoft Excel when new payments are paid in Pixifi

Microsoft Excel + Pixifi

Add rows in Microsoft Excel when Pixifi invoices are fully paid

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 Row

New Worksheet

Add Row

Add Row to Table

Create Worksheet

Find Row

Find or Create Row

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 Row in Table

Updated Row

Add Row(s)

Create Workbook

Update Row

Find Worksheet

Find or Create Worksheet

About Microsoft Excel

Related categories

Similar apps

OneDrive

Smartsheet

Quip

About Pixifi

Related categories

Related Zap Templates

Related Zap Templates