Integrate CompanyHub with Stax
Send information between CompanyHub and Stax automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate CompanyHub and Stax using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Record created
Triggers when a new record is created in a specified custom table
Transaction created
Triggers when a new transaction is created
Invoice created
Triggers when a new invoice is created
All Actions - Actions are the automated tasks
Create record
Creates a new record in custom table
Update record
Updates a record in specified table
Find record
Finds an existing record in the specified table that matches your search query
Create customer
Creates a new customer
Create invoice
Creates a new invoice
Send transaction receipt by SMS
Sends an SMS receipt of the specified transaction
Send transaction receipt by email
Sends an email receipt of the specified transaction
Update customer
Updates the details of an existing customer
Refund transaction
Initiates a refund for the specified transaction. The transaction must be older than 24 hours.
Fetch transaction
Fetches the details of an existing transaction
Fetch customer
Fetches the details of an existing customer
What is CompanyHub?
CompanyHub CRM lets you create sales bots and automate your sales process. It also lets you create records, add notes, conversations and more.
Similar apps
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.
Similar apps
Build comprehensive workflows using
Webhook triggers
Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.
Learn more >
Logic
Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.
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Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
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