pxmo Bigin by Zoho

pxmo + Bigin by Zoho Integrations

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

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

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

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

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Triggers & actions for pxmo and Bigin by Zoho

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

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.

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.

Knit's Integrations Agent builds Bigin by Zoho's triggers and actions on demand — describe the automation in plain English and it writes and runs real code against Bigin by Zoho's API.

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A brilliant tool to let you seamlessly integrate with many different systems. It is very easy to integrate with and customer support is next level.
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Co-Founder, Scrut
Seamless integration experience. Well-documented, self-explanatory APIs, and excellent service and support.
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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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Product Lead, RazorpayXPayroll
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Rohit Singh
GM, Payoneer Workforce Management

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FAQ

Common questions about pxmo + Bigin by Zoho

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

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

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

No. The Agent works whether or not pxmo or Bigin by Zoho 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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