Bigin by Zoho pxmo

Bigin by Zoho + pxmo Integrations, Built by an AI Agent

Put Bigin by Zoho + pxmo to work with AI and enterprise-grade automation

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See the kind of workflows teams build with Bigin by Zoho and pxmo below — describe the exact one you want above and the Agent builds it on demand.

Bigin by Zoho + pxmo When a proposal is created in pxmo, create a deal in Bigin by Zoho CRM. See details
Turn closed deals into client invoices When a deal is marked won in Bigin by Zoho, automatically create an invoice in pxmo so billing can start without delay. See details
Update deal status when payments arrive When a payment is received in pxmo, automatically update the deal stage in Bigin by Zoho to keep sales reps informed of account standing. See details
Sync client records between systems When contact details are updated in Bigin by Zoho, automatically sync the customer record in pxmo to maintain clean billing profiles. See details

Browse the full workflow library →

Looking to achieve something else with Bigin by Zoho and pxmo?

Just describe what you need — the Agent researches both APIs and builds the real automation on demand.

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Triggers & actions for Bigin by Zoho and pxmo

Everything Bigin by Zoho and pxmo can do inside a workflow — the triggers that start one and the actions that run when it fires.

Bigin by Zoho Explore Bigin by Zoho →

Bigin by Zoho CRM is a pipeline-centric CRM software built specifically for small businesses to track sales deals and customer interactions.

Triggers
New Call

Triggers when a new call is added.

New Company

Triggers when a new company is created.

New Contact

Triggers when a new contact is created.

New Pipeline Record

Triggers when a new pipeline record is created.

New Event

Triggers when a new event is added.

New Product

Triggers when a new product is created.

Actions
Create Call

Creates a new call.

Create or Update Company

Creates a new company or updates the details of the existing company.

Create or Update Contact

Creates a new contact or updates the details of the contact, if contact with the provided email address exists.

Create or Update Pipeline Record

Creates a new pipeline record or updates the details of an existing pipeline record.

Create Event

Creates a new event.

Create Company

Creates a new company

pxmo Explore pxmo →

pxmo is a digital quotation and invoicing software that helps businesses generate proposals, track invoices, and accept online payments.

Triggers
Proposal Accepted

Triggers when a proposal is accepted.

Proposal Archived

Triggers when a proposal is archived.

Proposal Callback

Triggers when a callback is requested on a proposal.

Proposal Created

Triggers when a new proposal is created.

Proposal Live

Triggers when a proposal goes live.

Proposal Payment Succeeded

Triggers when a proposal is paid following acceptance.

Actions
Create Proposal

Creates a new proposal.

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Jayesh
Co-Founder, Scrut
Seamless integration experience. Well-documented, self-explanatory APIs, and excellent service and support.
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Poorvi
Product Manager, Onsurity
Easy to integrate. Knit's dashboard is intuitive for setting up and testing integrations, and the sandbox is extremely useful during development.
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Aditya
Product Lead, RazorpayXPayroll
Knit shipped a brand-new Timesheet API in a week and handed us a ready-to-use NetSuite sandbox. That velocity is priceless when you're running payroll in 40+ countries.
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Rohit Singh
GM, Payoneer Workforce Management

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4.9 out of 5 stars

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FAQ

Common questions about Bigin by Zoho + pxmo

Is there a pre-built Bigin by Zoho + pxmo automation?

Not yet, but Knit's Integrations Agent can build one — describe what you want and it researches Bigin by Zoho and pxmo's public API docs (or your own uploaded docs) and builds a working automation.

Does this require a pre-built Bigin by Zoho or pxmo connector?

No. The Agent works whether or not Bigin by Zoho or pxmo already has a pre-built connector in Knit's catalog — it researches the real API surface either way.

How long does it take to build?

Minutes to build a first working version, not weeks — you test it against real data before it goes anywhere near production.

How does linking pxmo and Bigin by Zoho streamline the sales-to-finance handoff?

Closing a deal in Bigin by Zoho can instantly create an invoice in pxmo, eliminating manual keying and speeding up revenue collection.

Can payment notifications in pxmo update deal stages in Bigin by Zoho?

Yes, when a customer settles an invoice in pxmo, the corresponding deal stage in Bigin by Zoho can automatically update to reflect a completed transaction.

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