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Integrate Teamwork CRM with Stax
Send information between Teamwork CRM 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 the latest closed deals in Teamwork CRM
Ensure smooth transactions with instant, error-free invoices after deal closure. This flow will create a fresh invoice in Stax for every finalised deal in Teamwork CRM.
How it works
- The flow triggers when a deal is updated in Teamwork CRM.
- Zoho Flow creates a new invoice in Stax.
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Create an invoice in Stax for the latest closed deals in Teamwork CRM
Teamwork CRM + Stax
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Build your own integrations between Teamwork CRM and Stax
Connect Teamwork CRM and Stax with over 850+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements
Supported triggers and actions
Integrate Teamwork CRM and Stax using the below triggers and actions
All Triggers - A trigger kickstarts the flow
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Company updated
Triggers when a company is updated
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Deal updated
Triggers when a deal is updated
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Contact created
Triggers when a new contact is created
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Company created
Triggers when a new company is created
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Note created
Triggers when a new note is created
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Contact updated
Triggers when a contact is updated
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Deal created
Triggers when a new deal is created
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Transaction created
Triggers when a new transaction is created
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Invoice created
Triggers when a new invoice is created
All Actions - Actions are the automated tasks
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Create deal
Creates a new deal
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Create company
Creates a new company
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Create contact
Creates a new contact
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Create note
Creates a new note
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Create product
Creates a new product
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Create lost reason
Creates a new lost reason
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Create invoice
Creates a new invoice
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Create customer
Creates a new customer
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Update customer
Updates the details of an existing customer
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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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Send transaction receipt by SMS
Sends an SMS receipt of the specified transaction
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Send transaction receipt by email
Sends an email receipt of the specified transaction
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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 Teamwork CRM?
Teamwork CRM is a sales CRM software tool that lets you manage sales pipelines, processes and generate 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.
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