Connect Pixifi to Zoho Invoice and automate any workflow
![Pixifi](https://zapier-images.imgix.net/storage/developer/59bdf83775d7b0d134467ecad516fe03.png?auto=format&ixlib=react-9.8.1&q=50&fit=crop&h=30&w=30)
![Pixifi](https://zapier-images.imgix.net/storage/developer/59bdf83775d7b0d134467ecad516fe03.png?auto=format&ixlib=react-9.8.1&q=50&fit=crop&h=60&w=60)
1. Choose a Trigger
An event that starts an automation
![Zoho Invoice](https://zapier-images.imgix.net/storage/developer/f2fdca9e47b5b2c764c4cbc57d3f237b.png?auto=format&ixlib=react-9.8.1&q=50&fit=crop&h=30&w=30)
![Zoho Invoice](https://zapier-images.imgix.net/storage/developer/f2fdca9e47b5b2c764c4cbc57d3f237b.png?auto=format&ixlib=react-9.8.1&q=50&fit=crop&h=60&w=60)
2. Choose an Action
The event an automation performs after it's triggered
Endless possibilities
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Zapier makes it easy to integrate Pixifi with Zoho Invoice - no code necessary. See how you can get setup in minutes.
Select a trigger from Pixifi
A trigger is an event that starts your Zap and runs the workflow. For example, with Pixifi, a trigger could be "Contract Signed and Accepted."
![A trigger is the event that kicks off your automated workflow.](https://res.cloudinary.com/zapier-media/image/upload/q_auto,f_auto/v1703713159/App%20Directory/2S%20Page/First_content_row_mqocjq.png)
Setup an action from Zoho Invoice
An action is what takes place after the automation is triggered. For example, with Zoho Invoice, the action could be "Create Contact Person."
![An action is the event that your automated workflow performs when triggered.](https://res.cloudinary.com/zapier-media/image/upload/q_auto,f_auto/v1703713241/App%20Directory/2S%20Page/Second_content_row_majysk.png)
That’s it! You just connected Pixifi to Zoho Invoice
With Zapier, it’s never been easier to connect your apps together and automate your most tedious work. Save hours every month.
![Triggers and actions are the main components of every automated workflow.](https://res.cloudinary.com/zapier-media/image/upload/q_auto,f_auto/v1703713241/App%20Directory/2S%20Page/Third_content_row_nghpr1.png)
Connect Pixifi and Zoho Invoice to integrate crucial parts of your business
With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.
Automate your lead management and improve conversions
With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.
![An illustration representing how to automate lead management with Zapier.](https://res.cloudinary.com/zapier-media/image/upload/q_auto,f_auto/v1703713466/App%20Directory/2S%20Page/First_option_apbx4e.png)
Connect Pixifi and Zoho Invoice to unlock the power of automation
With Zapier's 7,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.
Choose a Trigger
Start here![arrow pointing down](https://zapier-images.imgix.net/storage/files/9c1aabd458323126f32d71d501e91639.svg)
Start here![arrow pointing down](https://zapier-images.imgix.net/storage/files/9c1aabd458323126f32d71d501e91639.svg)
Choose an Action
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- 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
- Event Status
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Expense Category
- Brand
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Brand
- Date Is Already Booked?
- Another Lead Has Same Date
- Event Type
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Task Category
- Assigned To
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Product Type
- Product Status
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
- Assigned To
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Event DateRequired
- Event Type
- 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
- 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)
- 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)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Brand
- Invoice TypeRequired
- Expense Amount
- Payment Received DateRequired
- Transaction IDRequired
- 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
- Due Date (optional)
- Assigned To
- Notes
- 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 app- First Name
- Last Name
- Email Address
ActionThis is an event a Zap performs.SearchFind existing data in your app- Organization
- ContactRequired
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan- OrganizationsRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- OrganizationsRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- OrganizationsRequired
- Project Status
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- OrganizationsRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- OrganizationsRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- OrganizationsRequired
- Credit Note Number
- Customer NameRequired
- Reason
- Credit Note DateRequired
- Project NameRequired
- RateRequired
- QuantityRequired
- Discount
- Expense Description
- Discount Type
- Discount
- Exchange Rate
- Notes
- Terms
- Shipping Charge
- Invoice Type
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- OrganizationsRequired
- Estimate Number
- Customer NameRequired
- Estimate Date
- Expiry Date
- Project NameRequired
- RateRequired
- QuantityRequired
- Discount
- Expense Description
- Discount Type
- Discount
- Exchange Rate
- Estimate Notes
- Terms
- Shipping Charge
- Send Invoice Only to Primary Contact
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- OrganizationsRequired
- Project NameRequired
- RateRequired
- Expense Description
- SKU
- Unit
- Tax Preference
- Tax Exempt Code
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- OrganizationsRequired
- Customer NameRequired
- Invoice Number
- Expense Date
- Due Date
- Order Number
- Payment Terms
- Project NameRequired
- RateRequired
- QuantityRequired
- Expense Description
- Line Item Discount
- Tax Rate
- HSN or SAC
- Exchange Rate
- Discount
- Discount Before Tax
- Discount Type
- Notes
- Reason
- Terms
- Allow Partial Payments
- Shipping Charge
- Adjustments
- Adjustment Description
- Salesperson Name
- Tax Inclusive
- Send Invoice Only to Primary Contact
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- OrganizationsRequired
- Email
ActionThis is an event a Zap performs.SearchFind existing data in your app- Organization NameRequired
ActionThis is an event a Zap performs.SearchFind existing data 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
- Event Type
- Brand
- Time BeforeRequired
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan- Lead Status
- Event Type
- Brand
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Project Type
- Project Status
- Brand
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)
- 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
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
- 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
- Client's Name
- Notes
- Lineitem TypeRequired
- Lineitem Price
- Lineitem Is Taxable?
- Lineitem QuantityRequired
- Lineitem Description
- Lineitem Longer Description
- Lineitem Cost
- LIneitem Image Thumbnail URL
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 DateRequired
- 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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- The Lead IDRequired
- Event Status
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Project NameRequired
- Invoice TypeRequired
- Start Date
- Client's Name
- Project Status
- 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 app- Event Type NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- 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
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- OrganizationsRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- OrganizationsRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- OrganizationsRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- OrganizationsRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- OrganizationsRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Organization
- ContactRequired
- Salutation
- First Name
- Last Name
- Email
- Phone Number
- Mobile
- Skype
- Designation
- Department
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- OrganizationsRequired
- Contact NameRequired
- Contact Type
- Company
- Website
- Payment Terms Label
- Notes
- Language
- Billing Address
- Billing Address Street
- Billing Address City
- Billing Address State
- Billing Address ZIP
- Billing Address Country
- Billing Address Fax
- Billing Address Phone
- Shipping Address
- Shipping Address Street
- Shipping Address State
- Shipping Address City
- Shipping Address ZIP
- Shipping Country
- Shipping Address Fax
- Shipping Address Phone
- Salutation
- First Name
- Last Name
- EmailID
- Mobile
- Phone
- Primary Contact
- Currency
- GST Treatment
- GSTIN or UIN
- Place of Contact
- Tax Preference
- Vat Treatment
- TRN Number
- Tax Treatment
- Tax Exempt Code
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- OrganizationsRequired
- Customer NameRequired
- Invoice Number
- Expense Date
- Due Date
- Order Number
- Payment Terms
- Project NameRequired
- RateRequired
- QuantityRequired
- Expense Description
- Line Item Discount
- Tax Rate
- Exchange Rate
- Discount
- Discount Before Tax
- Discount Type
- Notes
- Terms
- Allow Partial Payments
- Shipping Charge
- Adjustments
- Adjustment Description
- Salesperson Name
- Tax Inclusive
- Payment Gateway
- Paypal Payment Method
- Send Invoice Only to Primary Contact
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- OrganizationsRequired
- Retainer Invoice Number
- Customer NameRequired
- Retainer Invoice DateRequired
- Expense Description
- RateRequired
- Notes
- Terms
- Send Invoice Only to Primary Contact
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- OrganizationsRequired
- Invoice Number
ActionThis is an event a Zap performs.SearchFind existing data in your app
Automate Zoho Invoice: get inspired on the Zapier blog
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Zoho Invoice is an easy invoice software meant for small businesses and freelancers. Accept payments online, automate payment reminders and recurring billing.
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