Integrate PipelineDeals with Stax
Send information between PipelineDeals and Stax automatically, without writing any code, using Zoho Flow.
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Create an invoice in Stax for recently won deals in PipelineDeals
Generate invoices promptly upon deal closure to ensure quick payments and enhance customer satisfaction. This flow will prepare a new invoice in Stax each time a deal is won in PipelineDeals.
How it works
- The flow triggers when the status of an existing deal is updated in PipelineDeals.
- Zoho Flow creates a new invoice in Stax.
Create an invoice in Stax for recently won deals in PipelineDeals
PipelineDeals + Stax
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Supported triggers and actions
Integrate PipelineDeals and Stax using the below triggers and actions
All Triggers - A trigger kickstarts the flow
New person, lead, or contact
Triggers when a new person, lead, or contact is created
Updated deal stage
Triggers when a deal is moved from one stage to another
Updated deal status
Triggers when the status of an existing deal is updated
New deal
Triggers when a new deal is created
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 deal
Creates a new deal
Add person
Adds a new person
Create task
Creates a new calendar task
Create activity
Creates a new activity associated with an existing person, company, or deal
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 PipelineDeals?
PipelineDeals is sales CRM software. You can track deals, assign permissions for team members, and forecast sales with detailed reports.
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
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