

Integrate Stax with Autopilot
Send information between Stax and Autopilot automatically, without writing any code, using Zoho Flow.

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Supported triggers and actions
Integrate Stax and Autopilot using the below triggers and actions
All Triggers - A trigger kickstarts the flow

Invoice created
Triggers when a new invoice is created

Transaction created
Triggers when a new transaction is created

Contact added to list
Triggers when a contact is added to the selected list

Contact unsubscribed
Triggers when a contact unsubscribes

New contact
Triggers when a new contact is added

Contact removed from list
Triggers when a contact is removed from the selected list
All Actions - Actions are the automated tasks

Create invoice
Creates a new invoice

Create customer
Creates a new customer

Update customer
Updates the details of an existing customer

Send transaction receipt by email
Sends an email receipt of the specified transaction

Send transaction receipt by SMS
Sends an SMS receipt of the specified transaction

Refund transaction
Initiates a refund for the specified transaction. The transaction must be older than 24 hours.

Fetch customer
Fetches the details of an existing customer

Fetch transaction
Fetches the details of an existing transaction

Create contact
Creates a new contact

Add contact to list
Creates a new contact and adds it to the selected list

Fetch contact
Fetches the details of an existing contact by its email address or contact ID

Unsubscribe contact
Unsubscribes the selected contact from all emails

Delete contact
Deletes the selected contact
What is Stax?
Stax (previously Fattmerchant) is a merchant service provider that helps businesses of all sizes manage financials, payments, invoicing, inventory, sales data, and more.
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What is Autopilot?
Autopilot is visual marketing automation and customer journey software. This lets you capture leads, convert them into customers, and get valuable feedback.
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Webhook triggers
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