Integrate Stax with Autoklose
Send information between Stax and Autoklose automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate Stax and Autoklose 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
Campaign link clicked
Triggers when a user clicks a link in the selected campaign email
Email replied
Triggers when a user replies to the selected campaign email
Email opened
Triggers when an email of the selected campaign is opened
All Actions - Actions are the automated tasks
Create customer
Creates a new customer
Create invoice
Creates a new invoice
Send transaction receipt by email
Sends an email receipt of the specified transaction
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 SMS
Sends an SMS receipt of the specified transaction
Fetch transaction
Fetches the details of an existing transaction
Fetch customer
Fetches the details of an existing customer
Add Contact
Add a new contact
Add campaign recipient
Adds a campaign recipient.
Add recipient to do not email list
Adds a new recipient to a Do Not Email list.
Remove campaign recipient
Removes a campaign recipient.
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 Autoklose?
Autoklose is a sales email automation platform with built-in B2B sales contact databases. It lets you reach out to your leads while creating and managing your contacts, campaigns, and teams.
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