Integrate CompanyHub with Stax

Send information between CompanyHub and Stax automatically, without writing any code, using Zoho Flow.

Build your own integrations between CompanyHub and Stax

Connect CompanyHub and Stax with over 800+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements

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

Invoice created

Triggers when a new invoice is created

Transaction created

Triggers when a new transaction 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 invoice

Creates a new invoice

Create customer

Creates a new 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.

Update customer

Updates the details of an existing customer

Fetch customer

Fetches the details of an existing customer

Fetch transaction

Fetches the details of an existing transaction

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.

CRM

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.

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.

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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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Once we put Flow into place, we saw zero errors through manual entry and significantly faster, simpler order processing. Learn more

Owain ap Rees

Sales Director, Artico

Zoho Flow was the main reason we decided in favor of the Zoho platform. An ability to integrate the different parts of the platform is priceless, and we were able to set as many process triggers as we need. Currently, we have eight large flows. They integrate Zoho Books, Zoho Desk, Zoho CRM, and Zoho Cliq in various combinations. Learn more

Louis Castellano

CEO, Lakeside CNC Group

We use Zoho Flow to connect Zoho Billing with JotForm. As our customers fill their preferences in JotForm, Zoho Flow passes it to Zoho Billing and creates a subscription automatically. It was impressive that we were able to configure all this on a simple drag-and-drop interface!

Josh Lucas

Head of Operations, AAA Band Rentals

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