Salesflare Salesflare Integrations

Pixifi and Salesflare

Event Management pixifi.com ↗

How to connect Pixifi

What you can automate

  • When invoice Fully Paid in Pixifi, create opportunity, then find or create contact in Salesflare.
  • When new Client in Pixifi, find or create account, then find or create contact, then add contact to account in Salesflare.
  • When new Invoice in Pixifi, create opportunity, then find or create contact in Salesflare.
  • When new Lead in Pixifi, find or create contact in Salesflare.
  • When new Task in Pixifi, create task in Salesflare.
  • When payment Is Paid in Pixifi, create opportunity, then find or create contact in Salesflare.

About Pixifi

Pixifi is a business management app for creative professionals.

Pixifi operations on Zapier

Triggers (25)

Start a workflow when this happens

  • Contract Signed and Accepted — Triggers when a Contract is signed and Accepted.
  • Event Start — Triggers a specified time before an Event starts.
  • Event Switches Status — Triggers when the status of an Event is changed.
  • Event Workflow Custom Trigger — Triggers when an Event Workflow Phase Action or Automatic Action has been triggered in Pixifi.
  • Expense Is Created — Triggers when an Expense is created in Pixifi.
Show 20 more triggers
  • Invoice Fully Paid — Triggers when an Invoice is marked as "PAID" in Pixifi (either manually or automatically by checkout).
  • Lead Converted — Triggers when a Lead is Converted into a new Client + (Event or Project)
  • Lead Switches Status — Triggers when the status of a Lead is changed.
  • Lead Workflow Custom Trigger — Triggers when a Lead Workflow Phase Action or Automatic Action has been triggered in Pixifi.
  • New Client — Triggers when a new Client is created in Pixifi.
  • New Event — Triggers when a New Event is Scheduled in Pixifi.
  • New Invoice — Triggers when a New Invoice is sent in Pixifi. (invoices that are marked as in Draft won't be sent).
  • New Lead — Triggers when a new Lead is created in Pixifi.
  • New Project — Triggers when a New Project is created in Pixifi.
  • New Task — Triggers when a New Task is added/assigned in Pixifi.
  • Payment Is Paid — Triggers when a Payment is marked as "PAID" in Pixifi (either manually or automatically by checkout).
  • Product Switches Status — Triggers when the status of a Product is changed.
  • Product Workflow Custom Trigger — Triggers when a Product Workflow Phase Action or Automatic Action has been triggered in Pixifi.
  • Project Switches Status — Triggers when the status of a Project is changed.
  • Project Workflow Custom Trigger — Triggers when a Project Workflow Phase Action or Automatic Action has been triggered in Pixifi.
  • Proposal Accepted — Triggers when a Proposal is accepted.
  • Proposal Sent — Triggers when a Proposal is sent.
  • Questionnaire Answered — Triggers when a Questionnaire is filled out completely and submitted.
  • System Notification — Triggers when a System Notification is generated in Pixifi.
  • Task Completed — Triggers when a Task is marked as completed in Pixifi.

Actions (13)

Things Salesflare can make it do

  • Attach Document to Lead — This will create a new Document and attach it to a Lead in Pixifi.
  • Create "Project" Type Lead — This will create a new Lead in Pixifi, but instead of having Event data, it will contain Project data.
  • Create Client — This will create a new Client in Pixifi.
  • Create Event — This will create a new Event in Pixifi.
  • Create Expense — This will create a new Expense in Pixifi.
Show 8 more actions
  • Create Invoice — This will create a new Invoice in Pixifi.
  • Create Lead — This will create a new Lead in Pixifi.
  • Create Payment — This will create a new Payment in Pixifi.
  • Create Project — This will create a new Project in Pixifi.
  • Create Task — Creates a new Task.
  • Find or Create a new Client — Find existing Client from client info (name, email), it will return back the first result found.
  • Switch Event Status — This will Switch the status of an Event in Pixifi with the new Status passed in.
  • Switch Lead Status — This will Switch the status of a Lead in Pixifi with the new Status passed in.

Searches (4)

Look up existing records

  • Find Client by ID — Find existing Clients from clientID.
  • Find Client by Info — Find existing Client from client info (name, email), it will return back the first result found.
  • Find Event Type by Name — Find existing Event Type from Event Type Name.
  • Find Staff Member by Info — Find existing Staff Members from their personal info (name, email).

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