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Integrate Onpipeline with Stax
Send information between Onpipeline and Stax automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
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Create an invoice in Stax for newly acquired deals in Onpipeline
Ensure smooth transactions with instant, error-free invoices after deal closure. This flow will generate an invoice in Stax whenever a deal is closed in Onpipeline.
How it works
- The flow triggers when the details of an existing deal are updated in Onpipeline.
- Zoho Flow creates a new invoice in Stax.
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Create an invoice in Stax for newly acquired deals in Onpipeline
Onpipeline + Stax
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Build your own integrations between Onpipeline and Stax
Connect Onpipeline 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 Onpipeline and Stax using the below triggers and actions
All Triggers - A trigger kickstarts the flow
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Deal updated
Triggers when the details of an existing deal are updated
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Deal updated as won
Triggers when the status of a deal is updated as won
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Deal updated as lost
Triggers when the status of a deal is updated as lost
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Deal updated as open
Triggers when the status of a deal is updated as open
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Deal created
Triggers when a new deal is created
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Person added
Triggers when a new contact person is added
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Note added
Triggers when a new note is added
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Organization created
Triggers when a new organization is created
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Event created
Triggers when a new calendar event is created
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Deal updated as deleted
Triggers when the status of a deal is updated as deleted
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Event updated
Triggers when a calendar event is updated
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Invoice created
Triggers when a new invoice is created
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Transaction created
Triggers when a new transaction is created
All Actions - Actions are the automated tasks
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Add organization
Adds a new organization
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Create deal
Creates a new deal
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Add lead
Creates a new lead
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Add widget
Adds a new widget
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Add note
Adds a new note
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Add action menu
Adds a new action menu
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Add person
Adds a new contact person
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Update person
Updates the details of an existing contact person
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Update deal
Updates the details of an existing deal
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Undelete deal
Restores a deleted deal and set the status to open
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Update organization
Updates the details of an existing organization
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Fetch event
Fetches the details of an existing event by ID
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Fetch person
Fetches the details of an existing person by full name
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Fetch organization
Fetches the details of an existing organisation by name
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Remove action menu
Removes an existing action menu using link ID
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Remove widget
Removes an existing widget using link ID
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Search deal
Finds the details of an existing deal by deal ID, status, pipeline, stage, owner ID, or product name.
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Create invoice
Creates a new invoice
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Create customer
Creates a new customer
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Send transaction receipt by email
Sends an email receipt of the specified transaction
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Send transaction receipt by SMS
Sends an SMS receipt of the specified transaction
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Refund transaction
Initiates a refund for the specified transaction. The transaction must be older than 24 hours.
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Update customer
Updates the details of an existing customer
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Fetch customer
Fetches the details of an existing customer
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Fetch transaction
Fetches the details of an existing transaction
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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