Integrate Stax with Jetpack CRM
Send information between Stax and Jetpack CRM automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate Stax and Jetpack CRM 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
Invoice updated
Triggers when the details of an existing invoice is updated
Quote created
Triggers when a new quote is created
Company created
Triggers when a new company is created
Invoice created
Triggers when a new invoice is created
Contact created
Triggers when a new contact is created
Transaction created
Triggers when a new transaction is created
Contact updated
Triggers when the details of an existing contact is updated
Quote accepted
Triggers when an existing quote is accepted
Contact status updated
Triggers when the status of an existing contact is updated
All Actions - Actions are the automated tasks
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
Add or update contact
Adds a new contact or updates the details of an existing contact
Fetch quote
Fetches the details of an existing quote
Fetch contact
Fetches the details of an existing 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.
What is Jetpack CRM?
Jetpack CRM is a CRM WordPress plugin that can help users manage leads, customers, email marketing, invoices, billings, and more.
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CEO, Lakeside CNC Group
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