Integrate Stax with Forecast
Send information between Stax and Forecast automatically, without writing any code, using Zoho Flow.
Build your own integrations between Stax and Forecast
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Supported triggers and actions
Integrate Stax and Forecast 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 task
Triggers when a new card is created in the selected project
New client
Triggers when a new client is created
New project
Triggers when a new project is created
New subtask
Triggers when a new subtask is created in the selected project
New time entry
Triggers when a new time entry is created in the selected project
New person
Triggers when a new person is added
New milestone
Triggers when a new milestone is created in the selected project
New sprint
Triggers when a new sprint is created in the selected project
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
Create project
Creates a new project
Create subtask
Creates a new sub task/to-do
Create label
Creates a new label
Create task
Creates a new task
Create time registration
Creates a new time registration
Create client
Creates a new client
Add person
Adds a new person
Create milestone
Creates a new milestone in the selected project
Create sprint
Creates a new sprint in the selected project
Fetch label
Fetches an existing label by name
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 Forecast?
Forecast is a project and resource management platform. You can account for task dependencies, track and approve expenses, and collaborate with your team or clients.
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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.
Learn more >Zoho Flow is an easy-to-use, very intuitive, and comprehensive integration platform. It helped us integrate Zoho Workplace with WordPress without writing a single line of code. Now, we do not miss Slack anymore, thanks to Zoho Flow and Zoho Workplace. Learn more
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Technical and Operations Head, TruAct
