Integrate Pixifi with Retently
Trigger NPS/CSAT surveys after project completion or significant client interactions, sync client contact details and project history with Retently, and use feedback scores to enhance client management and service offerings.
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About Pixifi
Pixifi is a business management application for creative professionals, enabling project tracking, client management, and workflow automation.
Pixifi to Retently
Contract Signed and Accepted
Triggers when a contract is signed and accepted.Lead Workflow Custom Trigger
Triggers when a Lead Workflow phase action or automatic action has been triggered in Pixifi.Project Workflow Custom Trigger
Triggers when a project workflow phase action or automatic action has been triggered in Pixifi.Event Switches Status
Triggers when the status of an event is changed.Lead Converted
Triggers when a lead is converted into a new client or event or project.New Client
Triggers when a new client is created in Pixifi.Expense Is Created
Triggers when an expense is created in Pixifi.New Lead
Triggers when a new lead is created in Pixifi.New Task
Triggers when a new task is added or assigned in Pixifi.Product Switches Status
Triggers when the status of a product is changed.Proposal Accepted
Triggers when a proposal is accepted.Questionnaire Answered
Triggers when a questionnaire is filled out completely and submitted.Task Completed
Triggers when a task is marked as completed in Pixifi.Event Workflow Custom Trigger
Triggers when an event workflow phase action or automatic action has been triggered in Pixifi.Product Workflow Custom Trigger
Triggers when a product workflow phase action or automatic action has been triggered in Pixifi.Event Start
Triggers at a specified time before an event starts.Invoice Fully Paid
Triggers when an invoice is marked as 'PAID' in Pixifi (either manually or automatically by checkout).Lead Switches Status
Triggers when the status of a lead is changed.New Event
Triggers when a new event is scheduled in Pixifi.New Invoice
Triggers when a new invoice is sent in Pixifi (invoices marked as draft won't be sent).New Project
Triggers when a new project is created in Pixifi.Payment Is Paid
Triggers when a payment is marked as 'PAID' in Pixifi (either manually or automatically by checkout).Project Switches Status
Triggers when the status of a project is changed.Proposal Sent
Triggers when a proposal is sent.System Notification
Triggers when a system notification is generated in Pixifi.
Retently to Pixifi
Create Event
Creates a new event in Pixifi.Create Expense
Creates a new expense in Pixifi.Attach Document to Lead
Creates a new document and attaches it to a lead in Pixifi.Create Project Type Lead
Creates a new lead in Pixifi with project data instead of event data.Create Payment
Creates a new payment in Pixifi.Create Task
Creates a new task in Pixifi.Find Client by Info
Finds an existing client from client info (name, email), returning the first result found.Find Staff Member by Info
Finds existing staff members from their personal info (name, email).Create Client
Creates a new client in Pixifi.Switch Event Status
Switches the status of an event in Pixifi with the new status passed in.Create Invoice
Creates a new invoice in Pixifi.Create Lead
Creates a new lead in Pixifi.Switch Lead Status
Switches the status of a lead in Pixifi with the new status passed in.Create Project
Creates a new project in Pixifi.Find Client by ID
Finds existing clients from client ID.Find Event Type by Name
Finds existing event type from event type name.Find or Create a new Client
Finds an existing client from client info (name, email), returning the first result found.Related blog posts
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