When proposal created in pxmo, sync it to Bigin by Zoho CRM.

When a proposal is created in pxmo, create a deal in Bigin by Zoho CRM.

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How Knit builds this workflow

The Agent researches both APIs and wires the trigger on one side to the action on the other — no pre-built connector required. Here is the vocabulary it has to work with.

Bigin by Zoho Explore Bigin by Zoho →

Triggers

New contact or lead

Fires when a new contact or lead is added to Bigin by Zoho.

Contact updated

Fires when a field on a contact changes in Bigin by Zoho.

Deal or record stage changed

Fires when a deal, case or record moves to a new stage in Bigin by Zoho.

Deal won

Fires when a deal is marked won in Bigin by Zoho.

Actions

Create or update contact

Creates or updates a contact in Bigin by Zoho.

Create deal

Creates a new deal in Bigin by Zoho.

Update record stage

Moves a deal or record to a new stage in Bigin by Zoho.

Log activity

Logs a call, email, or note against a record in Bigin by Zoho.

pxmo Explore pxmo →

Triggers

New invoice created

Fires when a new invoice is created in pxmo.

Payment received

Fires when a payment is recorded in pxmo.

Invoice overdue

Fires when an invoice in pxmo passes its due date unpaid.

Expense recorded

Fires when a new expense is recorded in pxmo.

Actions

Create invoice

Creates a new invoice in pxmo.

Record payment

Records a payment against an invoice in pxmo.

Create expense

Creates a new expense entry in pxmo.

Sync customer record

Syncs a customer's billing record in pxmo.

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

See all Bigin by Zoho + pxmo integrations → · Browse the full workflow library →

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FAQ

Common questions

Can Knit build “When proposal created in pxmo, sync it to Bigin by Zoho CRM.” between Bigin by Zoho and pxmo?

Yes — describe it in the box above and Knit's Integrations Agent researches Bigin by Zoho and pxmo's public API docs (or your own uploaded docs) and builds a working workflow, whether or not either app already has a pre-built connector.

How long does it take to build?

Minutes to 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.