Integrate Stax with Lead Liaison
Send information between Stax and Lead Liaison automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate Stax and Lead Liaison 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
New email
Triggers when a new email is sent
New prospect
Triggers when a new prospect is created
New form submission
Triggers when there is a new submission for the selected form
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
Create prospect
Creates a new prospect
Add prospect to list
Adds a prospect to the selected list
Update prospect
Updates the details of an existing prospect
Fetch prospect - By ID
Fetches the details of an existing prospect by ID
Fetch prospect - By email
Fetches the details of an existing prospect by email address
Remove prospect from list
Removes a prospect from the selected list
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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What is Lead Liaison?
Lead Liaison is a marketing automation and lead management tool. You can track website visitors, personalize website experiences, and assign lead ownership through custom criteria.
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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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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
Endless integrations. End to manual work.
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