

Integrate Onpipeline with Stax
Send information between Onpipeline and Stax automatically, without writing any code, using Zoho Flow.
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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.


Create an invoice in Stax for newly acquired deals in Onpipeline
Onpipeline + Stax

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Supported triggers and actions
Integrate Onpipeline and Stax using the below triggers and actions
All Triggers - A trigger kickstarts the flow

Person added
Triggers when a new contact person is added

Event updated
Triggers when a calendar event is updated

Deal updated as won
Triggers when a deal is updated as won

Deal created
Triggers when a new deal is created

Organization created
Triggers when a new organization is created

Event created
Triggers when a new calendar event is created

Deal updated
Triggers when an existing deal is updated

Transaction created
Triggers when a new transaction is created

Invoice created
Triggers when a new invoice is created
All Actions - Actions are the automated tasks

Add organization
Adds a new organization

Create deal
Creates a new deal

Add lead
Creates a new lead

Update person
Updates the details of an existing contact person

Add person
Adds a new contact person

Update organization
Updates the details of an existing organization

Update deal
Updates the details of an existing deal

Fetch organization
Fetches the details of an existing organisation by name

Fetch person
Fetches the details of an existing person by full name

Create invoice
Creates a new invoice

Create customer
Creates a new customer

Update customer
Updates the details of an existing customer

Refund transaction
Initiates a refund for the specified transaction. The transaction must be older than 24 hours.

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

Fetch customer
Fetches the details of an existing customer

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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